RWM
Reston Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Buy |
930,582
+7,801
| +0.8% | +$200K | 8.35% | 4 |
|
|
2025
Q1 | $23.6M | Sell |
922,781
-164,199
| -15% | -$4.19M | 9.53% | 4 |
|
|
2024
Q4 | $27.2M | Buy |
1,086,980
+11,683
| +1% | +$292K | 10.1% | 3 |
|
|
2024
Q3 | $28.1M | Buy |
1,075,297
+15,769
| +1% | +$412K | 10.17% | 4 |
|
|
2024
Q2 | $26.6M | Buy |
1,059,528
+18,324
| +2% | +$460K | 10.63% | 3 |
|
|
2024
Q1 | $26.3M | Buy |
1,041,204
+42,297
| +4% | +$1.07M | 10.69% | 3 |
|
|
2023
Q4 | $25.6M | Sell |
998,907
-3,884
| -0.4% | -$99.6K | 11.72% | 3 |
|
|
2023
Q3 | $24.4M | Buy |
1,002,791
+24,358
| +2% | +$593K | 12.32% | 3 |
|
|
2023
Q2 | $24.8M | Buy |
978,433
+12,878
| +1% | +$327K | 11.81% | 4 |
|
|
2023
Q1 | $24.9M | Buy |
965,555
+82,208
| +9% | +$2.12M | 13.02% | 4 |
|
|
2022
Q4 | $22.2M | Sell |
883,347
-295,343
| -25% | -$7.42M | 12.26% | 4 |
|
|
2022
Q3 | $29.4M | Sell |
1,178,690
-186,433
| -14% | -$4.65M | 17.51% | 2 |
|
|
2022
Q2 | $36M | Buy |
1,365,123
+253,392
| +23% | +$6.68M | 20.03% | 1 |
|
|
2022
Q1 | $30.9M | Buy |
1,111,731
+4,631
| +0.4% | +$129K | 15.85% | 2 |
|
|
2021
Q4 | $32.8M | Sell |
1,107,100
-8,988
| -0.8% | -$266K | 15.91% | 2 |
|
|
2021
Q3 | $33.3M | Buy |
1,116,088
+41,421
| +4% | +$1.24M | 17.35% | 2 |
|
|
2021
Q2 | $32.3M | Buy |
1,074,667
+165,278
| +18% | +$4.96M | 16.14% | 2 |
|
|
2021
Q1 | $27M | Buy |
909,389
+274,596
| +43% | +$8.14M | 14.12% | 4 |
|
|
2020
Q4 | $19.5M | Buy |
634,793
+28,179
| +5% | +$868K | 11.1% | 4 |
|
|
2020
Q3 | $18.7M | Buy |
606,614
+40,324
| +7% | +$1.24M | 12.02% | 4 |
|
|
2020
Q2 | $17.5M | Buy |
566,290
+185,060
| +49% | +$5.71M | 12.01% | 4 |
|
|
2020
Q1 | $11.5M | Buy |
381,230
+356,767
| +1,458% | +$10.8M | 9.25% | 4 |
|
|
2019
Q4 | $719K | Buy |
+24,463
| New | +$719K | 0.57% | 19 |
|