Independent Wealth Network Inc. Spdr Portfolio Aggregate Bond Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Independent Wealth Network Inc. holds 152,564 shares of SPAB stock, worth $3.85 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

152,564

Previous 146,959 3.81%

Holding current value

$3.85 Million

Previous $3.84 Million 0.76%

% of portfolio

1.63%

Previous 1.76%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$24.94 - $26.14 $139,788 - $146,514	5,605 Added 3.81%	152,564 $3.81 Million
Q3 2024 Oct 15, 2024	SELL	$24.86 - $26.33 $11,758 - $12,454	-473 Reduced 0.32%	146,959 $3.84 Million
Q2 2024 Jul 18, 2024	SELL	$24.54 - $25.28 $183,068 - $188,588	-7,460 Reduced 4.82%	147,432 $3.7 Million
Q1 2024 May 20, 2024	BUY	$24.99 - $25.67 $1.2 Million - $1.23 Million	48,100 Added 45.04%	154,892 $3.92 Million
Q1 2024 Apr 11, 2024	SELL	$24.99 - $25.67 $1.13 Million - $1.16 Million	-45,301 Reduced 29.79%	106,792 $2.7 Million
Q4 2023 Jan 12, 2024	SELL	$23.71 - $25.74 $173,652 - $188,519	-7,324 Reduced 4.59%	152,093 $3.9 Million
Q3 2023 Oct 11, 2023	BUY	$24.28 - $25.47 $171,781 - $180,200	7,075 Added 4.64%	159,417 $3.88 Million
Q2 2023 Jul 12, 2023	SELL	$25.22 - $26.01 $137,675 - $141,988	-5,459 Reduced 3.46%	152,342 $3.86 Million
Q1 2023 Apr 18, 2023	BUY	$24.92 - $26.08 $125,023 - $130,843	5,017 Added 3.28%	157,801 $4.07 Million
Q4 2022 Jan 25, 2023	BUY	$24.25 - $25.85 $108,931 - $116,118	4,492 Added 3.03%	152,784 $0
Q3 2022 Oct 17, 2022	BUY	$24.75 - $27.0 $58,113 - $63,396	2,348 Added 1.61%	148,292 $3.7 Million
Q2 2022 Jul 26, 2022	SELL	$25.67 - $27.71 $424,248 - $457,963	-16,527 Reduced 10.17%	145,944 $3.85 Million
Q1 2022 Apr 20, 2022	BUY	$27.54 - $29.46 $99,804 - $106,763	3,624 Added 2.28%	162,471 $4.52 Million
Q4 2021 Feb 10, 2022	BUY	$29.5 - $29.98 $154,963 - $157,484	5,253 Added 3.42%	158,847 $4.71 Million
Q3 2021 Nov 04, 2021	BUY	$29.83 - $30.33 $4.58 Million - $4.66 Million	153,594 New	153,594 $4.57 Million

Others Institutions Holding SPAB

# of Institutions

537

Shares Held

271M

Call Options Held

800

Put Options Held

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Independent Wealth Network Inc. Spdr Portfolio Aggregate Bond Transaction History