LGT Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,878	Closed	-$97.5K	–	357
2025 Q3	$97.5K	Hold	2,878	–	–	0.21%	86
2025 Q2	$96.6K	Hold	2,878	–	–	0.25%	76
2025 Q1	$95.7K	Hold	2,878	–	–	0.29%	76
2024 Q4	$94.3K	Sell	2,878 -1,779	-38%	-$58.9K	0.21%	97
2024 Q3	$157K	Sell	4,657 -4,674	-50%	-$155K	0.39%	51
2024 Q2	$304K	Sell	9,331 -140	-1%	-$4.54K	0.64%	35
2024 Q1	$310K	Sell	9,471 -853	-8%	-$27.8K	0.36%	58
2023 Q4	$339K	Sell	10,324 -462	-4%	-$14.7K	0.41%	52
2023 Q3	$339K	Sell	10,786 -1,219	-10%	-$38.8K	0.43%	49
2023 Q2	$385K	Buy	+12,005	New	+$388K	0.41%	70
2023 Q1	–	Sell	-20,189	Closed	-$643K	–	179
2022 Q4	$643K	Buy	+20,189	New	+$638K	0.76%	26