IAG Wealth Partners’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	$7.71M	Buy	301,042 +6,969	+2%	+$180K	0.86%	31
2025 Q4	$7.57M	Buy	294,073 +39,100	+15%	+$1.01M	0.88%	29
2025 Q3	$6.59M	Buy	254,973 +26,853	+12%	+$687K	0.79%	30
2025 Q2	$5.84M	Buy	228,120 +14,652	+7%	+$370K	0.77%	30
2025 Q1	$5.45M	Buy	213,468 +10,329	+5%	+$261K	0.85%	27
2024 Q4	$5.08M	Buy	203,139 +46,991	+30%	+$1.19M	0.9%	27
2024 Q3	$4.08M	Buy	156,148 +13,335	+9%	+$343K	0.75%	32
2024 Q2	$3.58M	Buy	142,813 +22,816	+19%	+$569K	0.72%	32
2024 Q1	$3.03M	Buy	119,997 +5,371	+5%	+$136K	0.65%	32
2023 Q4	$2.94M	Buy	114,626 +22,502	+24%	+$554K	0.67%	31
2023 Q3	$2.24M	Buy	92,124 +1,017	+1%	+$25.3K	0.63%	29
2023 Q2	$2.31M	Buy	91,107 +16,023	+21%	+$410K	0.61%	29
2023 Q1	$1.94M	Buy	75,084 +10,500	+16%	+$269K	0.54%	33
2022 Q4	$1.62M	Buy	64,584 +3,171	+5%	+$79.4K	0.48%	34
2022 Q3	$1.53M	Buy	61,413 +10,571	+21%	+$277K	0.51%	35
2022 Q2	$1.34M	Sell	50,842 -1,529	-3%	-$40.7K	0.44%	34
2022 Q1	$1.46M	Sell	52,371 -1,620	-3%	-$46.3K	0.46%	32
2021 Q4	$1.6M	Buy	53,991 +2,403	+5%	+$71.5K	0.51%	31
2021 Q3	$1.54M	Buy	+51,588	New	+$1.56M	0.55%	28