First Heartland Consultants’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
2024 Q3	–	Sell	-54,982	Closed	-$1.54K	–	489
2024 Q2	$1.54K	Sell	54,982 -2,057	-4%	-$57.2K	0.11%	133
2024 Q1	$1.61M	Sell	57,039 -947	-2%	-$26.7K	0.17%	131
2023 Q4	$1.66M	Hold	57,986	–	–	0.2%	108
2023 Q3	$1.6M	Buy	57,986 +952	+2%	+$26.6K	0.2%	110
2023 Q2	$1.61M	Hold	57,034	–	–	0.21%	104
2023 Q1	$1.65M	Sell	57,034 -201	-0.4%	-$5.75K	0.25%	100
2022 Q4	$1.62M	Hold	57,235	–	–	0.26%	90
2022 Q3	$1.61K	Hold	57,235	–	–	0.14%	93
2022 Q2	$1.69M	Hold	57,235	–	–	0.26%	86
2022 Q1	$1.73M	Sell	57,235 -1,062	-2%	-$33.1K	0.27%	80
2021 Q4	$1.87M	Buy	+58,297	New	+$1.87M	71.2%	1
2021 Q1	–	Sell	-18,352	Closed	-$607K	–	413
2020 Q4	$607K	Sell	18,352 -1,009	-5%	-$33.4K	0.1%	149
2020 Q3	$644K	Buy	+19,361	New	+$644K	0.12%	125