MBE Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.19M	Sell	88,260 -1,119	-1%	-$38.8K	1.33%	16
2025 Q4	$2.81M	Buy	89,379 +1,346	+2%	+$42.2K	1.18%	17
2025 Q3	$2.72M	Buy	88,033 +1,323	+2%	+$39.7K	1.18%	16
2025 Q2	$2.52M	Buy	86,710 +92	+0.1%	+$2.61K	1.1%	19
2025 Q1	$2.47M	Buy	86,618 +10,854	+14%	+$304K	1.18%	20
2024 Q4	$2.05M	Sell	75,764 -12,167	-14%	-$345K	1.15%	14
2024 Q3	$2.53M	Buy	87,931 +2,440	+3%	+$68.2K	1.39%	11
2024 Q2	$2.36M	Buy	85,491 +2,634	+3%	+$74.3K	1.43%	10
2024 Q1	$2.32M	Buy	82,857 +2,973	+4%	+$79.5K	1.43%	10
2023 Q4	$2.17M	Sell	79,884 -1,425	-2%	-$38.2K	1.11%	9
2023 Q3	$2.19M	Sell	81,309 -7,514	-8%	-$205K	1.26%	9
2023 Q2	$2.37M	Buy	88,823 +13,669	+18%	+$371K	1.27%	11
2023 Q1	$2.07M	Buy	75,154 +14,913	+25%	+$415K	1.22%	12
2022 Q4	$1.66M	Buy	60,241 +7,516	+14%	+$210K	1.07%	13
2022 Q3	$1.37M	Sell	52,725 -4,193	-7%	-$117K	1%	12
2022 Q2	$1.59M	Buy	56,918 +21,509	+61%	+$656K	1.11%	12
2022 Q1	$1.09M	Buy	+35,409	New	+$1.02M	0.65%	16