Cahill Financial 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	$3.29M	Buy	128,547 +5,365	+4%	+$138K	0.36%	51
2025 Q4	$3.17M	Buy	123,182 +7,000	+6%	+$181K	0.35%	51
2025 Q3	$3M	Buy	116,182 +3,446	+3%	+$88.2K	0.34%	50
2025 Q2	$2.89M	Buy	112,736 +4,508	+4%	+$114K	0.36%	47
2025 Q1	$2.76M	Buy	108,228 +1,415	+1%	+$35.7K	0.38%	47
2024 Q4	$2.67M	Sell	106,813 -4,282	-4%	-$109K	0.36%	48
2024 Q3	$2.9M	Sell	111,095 -992	-0.9%	-$25.6K	0.4%	45
2024 Q2	$2.81M	Buy	112,087 +5,384	+5%	+$134K	0.39%	51
2024 Q1	$2.7M	Buy	106,703 +10,101	+10%	+$255K	0.37%	53
2023 Q4	$2.48M	Buy	96,602 +10,663	+12%	+$262K	0.37%	57
2023 Q3	$2.09M	Buy	85,939 +7,363	+9%	+$183K	0.35%	59
2023 Q2	$1.99M	Buy	78,576 +18,201	+30%	+$466K	0.32%	65
2023 Q1	$1.56M	Buy	60,375 +9,624	+19%	+$246K	0.28%	81
2022 Q4	$1.28M	Buy	50,751 +9,045	+22%	+$227K	0.25%	101
2022 Q3	$1.04M	Buy	+41,706	New	+$1.09M	0.22%	105