Kohmann Bosshard Financial Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.1M	Buy	1,118,505 +119,275	+12%	+$2.81M	2.54%	8
2025 Q4	$23.7M	Buy	999,230 +51,582	+5%	+$1.22M	2.12%	9
2025 Q3	$22.7M	Buy	947,648 +26,294	+3%	+$624K	2.33%	12
2025 Q2	$21.9M	Buy	921,354 +23,992	+3%	+$558K	2.45%	10
2025 Q1	$21M	Buy	897,362 +32,310	+4%	+$764K	2.48%	11
2024 Q4	$20.3M	Buy	865,052 +35,907	+4%	+$852K	2.44%	10
2024 Q3	$19.9M	Buy	829,145 +14,811	+2%	+$350K	2.48%	12
2024 Q2	$18.9M	Buy	814,334 +43,878	+6%	+$1.02M	2.55%	10
2024 Q1	$18.1M	Buy	770,456 +65,482	+9%	+$1.53M	2.52%	9
2023 Q4	$16.5M	Buy	704,974 +38,521	+6%	+$870K	2.51%	10
2023 Q3	$14.9M	Buy	666,453 +27,999	+4%	+$636K	2.57%	10
2023 Q2	$14.6M	Buy	638,454 +76,603	+14%	+$1.74M	2.51%	10
2023 Q1	$13M	Buy	561,851 +25,268	+5%	+$576K	2.44%	13
2022 Q4	$12M	Sell	536,583 -9,304	-2%	-$208K	2.39%	13
2022 Q3	$11.9M	Buy	545,887 +54,002	+11%	+$1.24M	2.64%	11
2022 Q2	$11M	Buy	491,885 +25,912	+6%	+$616K	2.44%	12
2022 Q1	$11.7M	Buy	465,973 +35,784	+8%	+$914K	2.3%	15
2021 Q4	$11.7M	Buy	+430,189	New	+$11.4M	2.34%	14