Aquire Wealth Advisors’s State Street 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
2026 Q1	$2.63M	Sell	102,618 -6,111	-6%	-$158K	0.69%	14
2025 Q4	$2.8M	Sell	108,729 -10,766	-9%	-$279K	0.73%	14
2025 Q3	$3.09M	Sell	119,495 -6,191	-5%	-$158K	0.76%	15
2025 Q2	$3.22M	Sell	125,686 -1,961	-2%	-$49.6K	0.86%	15
2025 Q1	$3.26M	Sell	127,647 -5,495	-4%	-$139K	1%	14
2024 Q4	$3.33M	Sell	133,142 -5,762	-4%	-$146K	1.03%	14
2024 Q3	$3.63M	Sell	138,904 -3,822	-3%	-$98.4K	1.14%	14
2024 Q2	$3.58M	Sell	142,726 -899	-0.6%	-$22.4K	1.2%	15
2024 Q1	$3.63M	Sell	143,625 -9,649	-6%	-$244K	1.27%	15
2023 Q4	$3.93M	Sell	153,274 -918	-0.6%	-$22.6K	1.49%	14
2023 Q3	$3.75M	Sell	154,192 -10,443	-6%	-$260K	1.57%	15
2023 Q2	$4.18M	Sell	164,635 -1,341	-0.8%	-$34.3K	1.67%	15
2023 Q1	$4.28M	Sell	165,976 -1,952	-1%	-$49.9K	1.87%	14
2022 Q4	$4.22M	Sell	167,928 -4,293	-2%	-$108K	2.1%	15
2022 Q3	$4.3M	Sell	172,221 -2,753	-2%	-$72.2K	2.49%	13
2022 Q2	$4.61M	Sell	174,974 -3,307	-2%	-$88.1K	2.69%	14
2022 Q1	$4.95M	Sell	178,281 -94	-0.1%	-$2.69K	2.64%	13
2021 Q4	$5.28M	Buy	+178,375	New	+$5.3M	2.77%	11