Hibernia Wealth Partners’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
Q1
Sell
-21,305
Closed -$594K 55
2024
Q4
$594K Sell
21,305
-17,546
-45% -$489K 0.39% 30
2024
Q3
$1.13M Buy
38,851
+5,082
+15% +$148K 0.34% 33
2024
Q2
$946K Buy
33,769
+22,850
+209% +$640K 0.33% 31
2024
Q1
$308K Buy
+10,919
New +$308K 0.21% 57
2023
Q4
Sell
-459,881
Closed -$12.7M 294
2023
Q3
$12.7M Buy
+459,881
New +$12.7M 9.8% 3