Mosaic Financial Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy	37,118 +222	+0.6%	+$6.39K	0.82%	32
2025 Q1	$1.05M	Buy	36,896 +3,714	+11%	+$106K	0.86%	31
2024 Q4	$925K	Buy	33,182 +9,994	+43%	+$279K	0.66%	38
2024 Q3	$674K	Buy	+23,188	New	+$674K	0.48%	51