Tolleson Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $623K | Hold |
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|
2022
Q2 | $658K | Buy |
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