Narus Financial Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	46,375 +5,288	+13%	+$141K	0.32%	55
2025 Q4	$1.09M	Buy	41,087 +96	+0.2%	+$2.59K	0.3%	56
2025 Q3	$1.1M	Sell	40,991 -1,916	-4%	-$50.6K	0.3%	57
2025 Q2	$1.14M	Buy	42,907 +12,967	+43%	+$340K	0.36%	47
2025 Q1	$816K	Buy	29,940 +2,237	+8%	+$59.6K	0.28%	60
2024 Q4	$726K	Sell	27,703 -8,910	-24%	-$244K	0.25%	63
2024 Q3	$1.06M	Buy	36,613 +6,011	+20%	+$171K	0.38%	52
2024 Q2	$833K	Sell	30,602 -8,298	-21%	-$224K	0.34%	58
2024 Q1	$1.09M	Buy	38,900 +537	+1%	+$15K	0.46%	48
2023 Q4	$1.11M	Buy	38,363 +19,422	+103%	+$517K	0.54%	40
2023 Q3	$495K	Buy	18,941 +357	+2%	+$10K	0.25%	63
2023 Q2	$556K	Buy	18,584 +5,739	+45%	+$173K	0.29%	62
2023 Q1	$397K	Buy	12,845 +1,446	+13%	+$43.9K	0.22%	73
2022 Q4	$331K	Sell	11,399 -2,911	-20%	-$85.2K	0.19%	78
2022 Q3	$424K	Buy	+14,310	New	+$465K	0.27%	61
2022 Q2	–	Sell	-24,778	Closed	-$937K	–	121
2022 Q1	$937K	Buy	+24,778	New	+$976K	0.52%	34
2021 Q1	$987K	Buy	+25,331	New	+$1.05M	0.59%	21
2019 Q4	$846K	Buy	21,758 +3,078	+16%	+$123K	0.59%	17
2019 Q3	$766K	Buy	18,680 +7,771	+71%	+$310K	0.56%	16
2019 Q2	$416K	Buy	+10,909	New	+$399K	0.32%	36