Independent Wealth Network’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	$2.89M	Sell	112,929 -76,568	-40%	-$1.98M	0.86%	22
2025 Q4	$4.88M	Buy	189,497 +16,281	+9%	+$421K	1.49%	14
2025 Q3	$4.48M	Buy	173,216 +17,329	+11%	+$444K	1.44%	14
2025 Q2	$3.99M	Buy	155,887 +3,412	+2%	+$86.3K	1.45%	13
2025 Q1	$3.89M	Sell	152,475 -89	-0.1%	-$2.25K	1.55%	12
2024 Q4	$3.81M	Buy	152,564 +5,605	+4%	+$142K	1.55%	12
2024 Q3	$3.84M	Sell	146,959 -473	-0.3%	-$12.2K	1.7%	11
2024 Q2	$3.7M	Sell	147,432 -7,460	-5%	-$186K	1.72%	10
2024 Q1	$3.92M	Buy	154,892 +2,799	+2%	+$70.8K	1.83%	11
2023 Q4	$3.9M	Sell	152,093 -7,324	-5%	-$180K	2.05%	9
2023 Q3	$3.88M	Buy	159,417 +7,075	+5%	+$176K	2.39%	7
2023 Q2	$3.86M	Sell	152,342 -5,459	-3%	-$140K	2.32%	6
2023 Q1	$4.07M	Buy	157,801 +5,017	+3%	+$128K	2.6%	6
2022 Q4	$3.84M	Buy	152,784 +4,492	+3%	+$113K	2.63%	7
2022 Q3	$3.7M	Buy	148,292 +2,348	+2%	+$61.5K	2.89%	6
2022 Q2	$3.85M	Sell	145,944 -16,527	-10%	-$440K	2.77%	6
2022 Q1	$4.51M	Buy	162,471 +3,624	+2%	+$104K	2.87%	5
2021 Q4	$4.71M	Buy	158,847 +5,253	+3%	+$156K	2.91%	4
2021 Q3	$4.57M	Buy	+153,594	New	+$4.63M	2.99%	4