IHT Wealth Management’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	$19.2M	Sell	748,829 -15,680	-2%	-$405K	0.45%	43
2025 Q4	$19.7M	Sell	764,509 -47,657	-6%	-$1.23M	0.48%	40
2025 Q3	$21M	Sell	812,166 -223,740	-22%	-$5.73M	0.53%	34
2025 Q2	$26.5M	Sell	1,035,906 -85,619	-8%	-$2.16M	0.73%	23
2025 Q1	$28.6M	Sell	1,121,525 -90,360	-7%	-$2.28M	0.89%	19
2024 Q4	$30.3M	Buy	1,211,885 +131,056	+12%	+$3.33M	0.98%	16
2024 Q3	$28.3M	Buy	1,080,829 +272,442	+34%	+$7.02M	0.8%	20
2024 Q2	$20.3M	Buy	808,387 +39,775	+5%	+$991K	0.76%	20
2024 Q1	$19.4M	Buy	768,612 +93,067	+14%	+$2.35M	0.78%	20
2023 Q4	$17.3M	Sell	675,545 -12,947	-2%	-$318K	0.77%	19
2023 Q3	$16.8M	Buy	688,492 +56,010	+9%	+$1.4M	0.85%	19
2023 Q2	$16M	Buy	632,482 +46,433	+8%	+$1.19M	0.84%	21
2023 Q1	$15.1M	Sell	586,049 -415,635	-41%	-$10.6M	0.86%	21
2022 Q4	$25.2M	Buy	1,001,684 +69,759	+7%	+$1.75M	1.58%	6
2022 Q3	$23.3M	Sell	931,925 -5,333	-0.6%	-$140K	1.77%	4
2022 Q2	$24.7M	Buy	937,258 +45,431	+5%	+$1.21M	2.18%	4
2022 Q1	$24.8M	Buy	891,827 +875,812	+5,469%	+$25M	1.88%	5
2021 Q4	$474K	Sell	16,015 -31,608	-66%	-$940K	0.03%	458
2021 Q3	$1.42M	Sell	47,623 -27,132	-36%	-$818K	0.12%	175
2021 Q2	$2.24M	Sell	74,755 -63,191	-46%	-$1.88M	0.14%	149
2021 Q1	$4.09M	Buy	137,946 +38,368	+39%	+$1.16M	0.29%	72
2020 Q4	$3.07M	Buy	99,578 +62,964	+172%	+$1.93M	0.25%	88
2020 Q3	$1.13M	Buy	36,614 +25,239	+222%	+$781K	0.11%	189
2020 Q2	$351K	Buy	11,375 +3,017	+36%	+$92.2K	0.05%	367
2020 Q1	$253K	Buy	+8,358	New	+$248K	0.04%	437