KWB Wealth SPAB Holdings History
KWB Wealth's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-06-30, KWB Wealth held 1.97 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $50.41 Mil. This investment constitutes 6.13% of their stock portfolio, and KWB Wealth now holds 0.59% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 9 purchases of SPAB, at an average price of $27.64, for a total of 3.00 Mil shares. In addition, there have been 8 sales at an average price of $25.30 for 1.02 Mil shares. Based on historical transaction data and SPAB's current price of $25.32, KWB Wealth's estimated gain on his SPAB holdings is $-6.97 Mil, reflecting a -8.41% gain to date.
KWB Wealth SPAB ($25.32) Holding Chart
KWB Wealth SPAB ($25.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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