ShoreHaven Wealth Partners’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
45,694
+912
+2% +$26.6K 0.55% 41
2025
Q1
$1.3M Buy
44,782
+218
+0.5% +$6.33K 0.62% 39
2024
Q4
$1.28M Buy
44,564
+2,295
+5% +$65.7K 0.6% 35
2024
Q3
$1.27M Sell
42,269
-66,687
-61% -$2M 0.61% 34
2024
Q2
$3.13M Sell
108,956
-19,813
-15% -$569K 1.64% 19
2024
Q1
$3.75M Buy
128,769
+2,558
+2% +$74.5K 2.06% 17
2023
Q4
$3.71M Buy
126,211
+61,378
+95% +$1.81M 2.26% 13
2023
Q3
$1.79M Sell
64,833
-51,546
-44% -$1.42M 1.23% 20
2023
Q2
$3.36M Sell
116,379
-4,977
-4% -$144K 2.25% 16
2023
Q1
$3.55M Buy
+121,356
New +$3.55M 2.49% 14