Landmark Wealth Management (Illinois)’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.5M	Buy	446,112 +179,873	+68%	+$4.65M	4.94%	8
2025 Q1	$6.89M	Buy	266,239 +44,635	+20%	+$1.16M	3.29%	9
2024 Q4	$5.62M	Sell	221,604 -109,683	-33%	-$2.78M	2.74%	12
2024 Q3	$8.81M	Buy	331,287 +115,924	+54%	+$3.08M	4.39%	9
2024 Q2	$5.48M	Buy	+215,363	New	+$5.48M	3.02%	11