Beacon Bridge Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Buy	44,455 +108	+0.2%	+$3.11K	0.43%	53
2025 Q4	$1.28M	Sell	44,347 -9	-0%	-$260	0.42%	54
2025 Q3	$1.28M	Buy	44,356 +228	+0.5%	+$6.55K	0.46%	47
2025 Q2	$1.27M	Sell	44,128 -7,313	-14%	-$208K	0.5%	45
2025 Q1	$1.47M	Buy	51,441 +22,219	+76%	+$625K	0.63%	41
2024 Q4	$815K	Sell	29,222 -55,681	-66%	-$1.57M	0.35%	55
2024 Q3	$2.47M	Sell	84,903 -19,835	-19%	-$569K	1.06%	29
2024 Q2	$2.93M	Sell	104,738 -37,859	-27%	-$1.05M	1.35%	23
2024 Q1	$4.02M	Sell	142,597 -79,007	-36%	-$2.23M	1.9%	15
2023 Q4	$6.33M	Sell	221,604 -94,217	-30%	-$2.61M	3.16%	10
2023 Q3	$8.69M	Sell	315,821 -229,015	-42%	-$6.4M	4.59%	4
2023 Q2	$15.4M	Buy	544,836 +257,231	+89%	+$7.4M	7.88%	4
2023 Q1	$8.32M	Sell	287,605 -86,529	-23%	-$2.47M	4.99%	5
2022 Q4	$10.6M	Buy	+374,134	New	+$10.6M	7.68%	3