CogentBlue Wealth Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Sell	16,471 -6,986	-30%	-$201K	0.36%	41
2025 Q1	$670K	Hold	23,457	–	–	0.59%	28
2024 Q4	$654K	Buy	+23,457	New	+$654K	0.58%	32