Wrenne Financial Planning’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $765K | Buy |
29,867
+921
| +3% | +$23.6K | 0.36% | 26 |
|
2025
Q1 | $739K | Buy |
28,946
+6,142
| +27% | +$157K | 0.39% | 25 |
|
2024
Q4 | $570K | Buy |
22,804
+2,782
| +14% | +$69.5K | 0.32% | 24 |
|
2024
Q3 | $523K | Buy |
20,022
+1,223
| +7% | +$32K | 0.31% | 24 |
|
2024
Q2 | $472K | Sell |
18,799
-862
| -4% | -$21.6K | 0.33% | 24 |
|
2024
Q1 | $497K | Buy |
19,661
+2,183
| +12% | +$55.2K | 0.37% | 23 |
|
2023
Q4 | $448K | Buy |
+17,478
| New | +$448K | 0.38% | 23 |
|