Boston Standard Wealth Management’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
2024 Q1	–	Sell	-17,299	Closed	-$421K	–	47
2023 Q4	$421K	Hold	17,299	–	–	0.11%	33
2023 Q3	$421K	Buy	17,299 +755	+5%	+$18.8K	0.11%	33
2023 Q2	$420K	Buy	16,544 +156	+1%	+$3.99K	0.11%	33
2023 Q1	$423K	Buy	16,388 +66	+0.4%	+$1.69K	0.12%	32
2022 Q4	$410K	Buy	+16,322	New	+$409K	0.12%	31
2022 Q3	–	Sell	-7,697	Closed	-$204K	–	39
2022 Q2	$204K	Sell	7,697 -1,273,420	-99%	-$33.9M	0.07%	38
2022 Q1	$35.6M	Buy	1,281,117 +45,387	+4%	+$1.3M	10.21%	2
2021 Q4	$36.6M	Buy	1,235,730 +61,755	+5%	+$1.84M	10.21%	2
2021 Q3	$35M	Buy	1,173,975 +37,546	+3%	+$1.13M	10.47%	2
2021 Q2	$34.1M	Buy	1,136,429 +69,091	+6%	+$2.06M	10.32%	2
2021 Q1	$31.6M	Buy	1,067,338 +161,701	+18%	+$4.88M	10.29%	2
2020 Q4	$27.9M	Buy	905,637 +31,218	+4%	+$959K	10.38%	3
2020 Q3	$26.9M	Buy	874,419 +44,760	+5%	+$1.39M	11.35%	3
2020 Q2	$25.6M	Sell	829,659 -9,024	-1%	-$276K	11.57%	2
2020 Q1	$25.4M	Sell	838,683 -38,868	-4%	-$1.16M	13.78%	2
2019 Q4	$25.8M	Buy	877,551 +23,468	+3%	+$692K	11.51%	2
2019 Q3	$25.3M	Buy	854,083 +28,937	+4%	+$851K	12.21%	2
2019 Q2	$24.1M	Buy	825,146 +52,365	+7%	+$1.5M	11.76%	2
2019 Q1	$21.9M	Buy	772,781 +7,415	+1%	+$208K	11.4%	2
2018 Q4	$21.3M	Sell	765,366 -71,287	-9%	-$1.96M	12.68%	2
2018 Q3	$23.1M	Buy	+836,653	New	+$23.3M	12.57%	2
2018 Q1	$18.8M	Buy	667,962 +66,964	+11%	+$1.89M	11.77%	2
2017 Q4	$17.3M	Buy	+600,998	New	+$17.3M	10.99%	2