TFA
Tobias Financial Advisors’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 | $89.1M | Buy |
3,479,793
+180,678
| +5% | +$4.63M | 15.25% | 1 |
|
|
2025
Q1 | $84.3M | Buy |
3,299,115
+165,731
| +5% | +$4.23M | 16.37% | 1 |
|
|
2024
Q4 | $78.3M | Sell |
3,133,384
-36,800
| -1% | -$920K | 15.74% | 1 |
|
|
2024
Q3 | $82.9M | Buy |
3,170,184
+129,247
| +4% | +$3.38M | 16.61% | 1 |
|
|
2024
Q2 | $76.3M | Buy |
3,040,937
+89,783
| +3% | +$2.25M | 16.45% | 1 |
|
|
2024
Q1 | $74.6M | Buy |
2,951,154
+165,967
| +6% | +$4.2M | 16.9% | 1 |
|
|
2023
Q4 | $71.4M | Buy |
2,785,187
+2,010,727
| +260% | +$51.6M | 17.39% | 1 |
|
|
2023
Q3 | $18.9M | Buy |
774,460
+85,756
| +12% | +$2.09M | 4.95% | 6 |
|
|
2023
Q2 | $17.5M | Buy |
688,704
+1,153
| +0.2% | +$29.3K | 4.71% | 5 |
|
|
2023
Q1 | $17.7M | Buy |
687,551
+16,815
| +3% | +$434K | 5.2% | 5 |
|
|
2022
Q4 | $16.9M | Buy |
670,736
+106,215
| +19% | +$2.67M | 5.54% | 5 |
|
|
2022
Q3 | $14.1M | Sell |
564,521
-248,545
| -31% | -$6.2M | 4.97% | 6 |
|
|
2022
Q2 | $21.4M | Sell |
813,066
-443,862
| -35% | -$11.7M | 7.2% | 2 |
|
|
2022
Q1 | $34.9M | Buy |
+1,256,928
| New | +$34.9M | 12.05% | 1 |
|
|
2021
Q4 | – | Sell |
-1,257,180
| Closed | -$37.5M | – | 109 |
|
|
2021
Q3 | $37.5M | Buy |
1,257,180
+95,182
| +8% | +$2.84M | 14.03% | 1 |
|
|
2021
Q2 | $34.9M | Sell |
1,161,998
-38,485
| -3% | -$1.15M | 13.81% | 1 |
|
|
2021
Q1 | $35.6M | Sell |
1,200,483
-300,667
| -20% | -$8.91M | 15.09% | 1 |
|
|
2020
Q4 | $46.2M | Buy |
1,501,150
+113,032
| +8% | +$3.48M | 21.13% | 1 |
|
|
2020
Q3 | $42.8M | Buy |
1,388,118
+137,492
| +11% | +$4.24M | 23.44% | 1 |
|
|
2020
Q2 | $38.6M | Sell |
1,250,626
-28,791
| -2% | -$888K | 22.66% | 1 |
|
|
2020
Q1 | $38.7M | Buy |
1,279,417
+81,202
| +7% | +$2.45M | 27.95% | 1 |
|
|
2019
Q4 | $35.2M | Buy |
+1,198,215
| New | +$35.2M | 22.53% | 1 |
|