Phillips Financial Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
489
+4
| +0.8% | +$103 | ﹤0.01% | 253 |
|
|
2025
Q1 | $12.4K | Sell |
485
-333
| -41% | -$8.5K | ﹤0.01% | 243 |
|
|
2024
Q4 | $20.4K | Buy |
818
+7
| +0.9% | +$175 | ﹤0.01% | 233 |
|
|
2024
Q3 | $21.2K | Buy |
811
+73
| +10% | +$1.91K | ﹤0.01% | 240 |
|
|
2024
Q2 | $18.5K | Buy |
738
+272
| +58% | +$6.82K | ﹤0.01% | 240 |
|
|
2024
Q1 | $11.8K | Buy |
466
+2
| +0.4% | +$51 | ﹤0.01% | 236 |
|
|
2023
Q4 | $11.9K | Buy |
464
+6
| +1% | +$154 | ﹤0.01% | 220 |
|
|
2023
Q3 | $11.1K | Buy |
458
+4
| +0.9% | +$97 | ﹤0.01% | 221 |
|
|
2023
Q2 | $11.5K | Buy |
454
+4
| +0.9% | +$101 | ﹤0.01% | 217 |
|
|
2023
Q1 | $11.6K | Buy |
450
+2
| +0.4% | +$52 | ﹤0.01% | 220 |
|
|
2022
Q4 | $11.3K | Buy |
448
+4
| +0.9% | +$101 | ﹤0.01% | 208 |
|
|
2022
Q3 | $11K | Buy |
+444
| New | +$11K | ﹤0.01% | 204 |
|