Maripau Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238K	Buy	9,272 +1,319	+17%	+$34.2K	0.1%	150
2025 Q4	$206K	Buy	+7,953	New	+$207K	0.09%	149
2025 Q3	–	Sell	-12,084	Closed	-$312K	–	147
2025 Q2	$312K	Buy	12,084 +1,508	+14%	+$38.5K	0.16%	117
2025 Q1	$274K	Sell	10,576 -837	-7%	-$21.4K	0.16%	108
2024 Q4	$289K	Sell	11,413 -589	-5%	-$15.2K	0.17%	110
2024 Q3	$319K	Sell	12,002 -354	-3%	-$9.26K	0.28%	46
2024 Q2	$314K	Sell	12,356 -1,556	-11%	-$39.3K	0.21%	93
2024 Q1	$357K	Buy	13,912 +708	+5%	+$18.1K	0.27%	81
2023 Q4	$344K	Sell	13,204 -45	-0.3%	-$1.13K	0.3%	70
2023 Q3	$328K	Sell	13,249 -629	-5%	-$16K	0.3%	69
2023 Q2	$359K	Buy	13,878 +129	+0.9%	+$3.37K	0.32%	62
2023 Q1	$362K	Buy	13,749 +273	+2%	+$7.13K	0.38%	51
2022 Q4	$359K	Buy	13,476 +822	+6%	+$21K	0.37%	53
2022 Q3	$318K	Buy	12,654 +1,172	+10%	+$31.5K	0.34%	57
2022 Q2	$320K	Sell	11,482 -1,743	-13%	-$47.8K	0.35%	56
2022 Q1	$364K	Sell	13,225 -255	-2%	-$7.57K	0.33%	57
2021 Q4	$398K	Buy	+13,480	New	+$419K	0.38%	57