Narus Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Buy	90,961 +2,713	+3%	+$78.2K	0.68%	24
2025 Q4	$2.55M	Sell	88,248 -1,645	-2%	-$47.6K	0.7%	23
2025 Q3	$2.6M	Buy	89,893 +2,515	+3%	+$72.3K	0.71%	23
2025 Q2	$2.51M	Buy	87,378 +3,686	+4%	+$105K	0.78%	22
2025 Q1	$2.39M	Sell	83,692 -670	-0.8%	-$18.9K	0.81%	24
2024 Q4	$2.35M	Sell	84,362 -16,615	-16%	-$470K	0.8%	24
2024 Q3	$2.93M	Buy	100,977 +4,775	+5%	+$137K	1.05%	14
2024 Q2	$2.7M	Buy	96,202 +3,364	+4%	+$93.6K	1.09%	15
2024 Q1	$2.62M	Buy	92,838 +7,197	+8%	+$203K	1.12%	19
2023 Q4	$2.45M	Sell	85,641 -8,957	-9%	-$249K	1.18%	15
2023 Q3	$2.6M	Buy	94,598 +3,469	+4%	+$96.9K	1.34%	13
2023 Q2	$2.58M	Buy	91,129 +3,729	+4%	+$107K	1.33%	13
2023 Q1	$2.53M	Buy	87,400 +7,860	+10%	+$225K	1.37%	12
2022 Q4	$2.25M	Sell	79,540 -11,214	-12%	-$316K	1.3%	12
2022 Q3	$2.55M	Buy	90,754 +4,289	+5%	+$125K	1.61%	7
2022 Q2	$2.55M	Sell	86,465 -27,186	-24%	-$803K	1.62%	10
2022 Q1	$3.44M	Buy	+113,651	New	+$3.54M	1.93%	6
2021 Q1	$2.19M	Buy	+68,161	New	+$2.22M	1.3%	9
2019 Q4	$1.31M	Buy	42,267 +14,969	+55%	+$466K	0.92%	12
2019 Q3	$854K	Buy	27,298 +7,062	+35%	+$220K	0.63%	14
2019 Q2	$625K	Buy	+20,236	New	+$614K	0.48%	19