Optivise Advisory Services’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$557K	Sell	21,753 -4,990	-19%	-$128K	0.28%	86
2025 Q1	$683K	Sell	26,743 -9,392	-26%	-$240K	0.38%	67
2024 Q4	$903K	Sell	36,135 -3,008	-8%	-$75.2K	0.49%	58
2024 Q3	$1.02M	Sell	39,143 -2,587	-6%	-$67.6K	0.54%	50
2024 Q2	$1.05M	Buy	+41,730	New	+$1.05M	0.57%	47