Narus Financial Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$841K	Buy	32,826 +1,447	+5%	+$37.3K	0.22%	70
2025 Q4	$808K	Buy	31,379 +1,179	+4%	+$30.5K	0.22%	67
2025 Q3	$781K	Buy	30,200 +1,506	+5%	+$38.5K	0.21%	70
2025 Q2	$735K	Buy	28,694 +3,753	+15%	+$94.9K	0.23%	67
2025 Q1	$637K	Buy	24,941 +888	+4%	+$22.4K	0.22%	67
2024 Q4	$601K	Buy	24,053 +1,695	+8%	+$43.1K	0.2%	67
2024 Q3	$584K	Buy	22,358 +2,617	+13%	+$67.4K	0.21%	69
2024 Q2	$495K	Buy	19,741 +944	+5%	+$23.5K	0.2%	75
2024 Q1	$475K	Buy	18,797 +1,679	+10%	+$42.4K	0.2%	77
2023 Q4	$439K	Sell	17,118 -395	-2%	-$9.72K	0.21%	77
2023 Q3	$426K	Buy	17,513 +340	+2%	+$8.47K	0.22%	69
2023 Q2	$436K	Sell	17,173 -4,339	-20%	-$111K	0.23%	69
2023 Q1	$555K	Buy	21,512 +2,692	+14%	+$68.9K	0.3%	62
2022 Q4	$473K	Sell	18,820 -913	-5%	-$22.9K	0.27%	66
2022 Q3	$492K	Sell	19,733 -381	-2%	-$9.99K	0.31%	55
2022 Q2	$530K	Sell	20,114 -18,443	-48%	-$491K	0.34%	52
2022 Q1	$1.07M	Buy	+38,557	New	+$1.1M	0.6%	30
2021 Q1	$710K	Buy	+23,937	New	+$722K	0.42%	37
2019 Q4	$500K	Buy	17,006 +454	+3%	+$13.4K	0.35%	34
2019 Q3	$491K	Buy	16,552 +479	+3%	+$14.1K	0.36%	33
2019 Q2	$469K	Buy	+16,073	New	+$460K	0.36%	33