Iron Horse 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
2025 Q2	$92.5K	Sell	3,613 -36	-1%	-$910	0.03%	94
2025 Q1	$93.2K	Buy	3,649 +714	+24%	+$18K	0.03%	82
2024 Q4	$73.3K	Buy	2,935 +15	+0.5%	+$381	0.02%	89
2024 Q3	$76.3K	Buy	2,920 +6	+0.2%	+$155	0.03%	86
2024 Q2	$73.1K	Buy	2,914 +9	+0.3%	+$224	0.03%	79
2024 Q1	$73.4K	Buy	2,905 +79	+3%	+$2K	0.03%	72
2023 Q4	$72.5K	Sell	2,826 -48	-2%	-$1.18K	0.03%	69
2023 Q3	$70K	Sell	2,874 -292	-9%	-$7.28K	0.03%	67
2023 Q2	$80.3K	Sell	3,166 -1,760	-36%	-$45K	0.04%	60
2023 Q1	$127K	Buy	4,926 +35	+0.7%	+$895	0.06%	47
2022 Q4	$123K	Buy	4,891 +3,574	+271%	+$89.5K	0.07%	49
2022 Q3	$33K	Sell	1,317 -3,042	-70%	-$79.7K	0.05%	50
2022 Q2	$115K	Sell	4,359 -665	-13%	-$17.7K	0.07%	48
2022 Q1	$140K	Sell	5,024 -67	-1%	-$1.91K	0.08%	44
2021 Q4	$151K	Sell	5,091 -18	-0.4%	-$535	0.08%	44
2021 Q3	$153K	Sell	5,109 -977	-16%	-$29.5K	0.09%	43
2021 Q2	$183K	Buy	6,086 +519	+9%	+$15.5K	0.12%	43
2021 Q1	$165K	Sell	5,567 -224	-4%	-$6.76K	0.12%	44
2020 Q4	$178K	Buy	+5,791	New	+$178K	0.14%	36