Willow Creek 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 | $94.6M | Buy |
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|
2025
Q1 | $91.3M | Buy |
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|
2024
Q4 | $87M | Buy |
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|
2024
Q3 | $87.9M | Buy |
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|
2024
Q2 | $81.1M | Buy |
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|
2024
Q1 | $80.1M | Buy |
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|
2023
Q4 | $79.7M | Sell |
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|
2023
Q3 | $76.3M | Sell |
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|
2023
Q2 | $81.9M | Sell |
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|
2023
Q1 | $87.7M | Buy |
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|
2022
Q4 | $82.3M | Sell |
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|
2022
Q3 | $85.6M | Buy |
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|
2022
Q2 | $85.7M | Buy |
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|
2022
Q1 | $86.5M | Buy |
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|
2021
Q4 | $87.4M | Sell |
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|
2021
Q3 | $90.1M | Buy |
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|
2021
Q2 | $87.9M | Buy |
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|
2021
Q1 | $81.2M | Buy |
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|
2020
Q4 | $75.6M | Buy |
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|
2020
Q3 | $53.3M | Buy |
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|
2020
Q2 | $4.31M | Sell |
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|
2020
Q1 | $4.53M | Sell |
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|
2019
Q4 | $4.6M | Sell |
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|
2019
Q3 | $4.72M | Buy |
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|
2019
Q2 | $4.52M | Sell |
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|
2019
Q1 | $4.57M | Sell |
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|
2018
Q4 | $4.54M | Sell |
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|
2018
Q3 | $10.1M | Sell |
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|
2018
Q2 | $10.3M | Buy |
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|
2018
Q1 | $7.79M | Buy |
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