Tobias Financial Advisors’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	$107M	Buy	4,178,789 +273,801	+7%	+$7.06M	14.9%	1
2025 Q4	$101M	Buy	3,904,988 +212,237	+6%	+$5.49M	14.21%	1
2025 Q3	$95.5M	Buy	3,692,751 +212,958	+6%	+$5.45M	14.5%	1
2025 Q2	$89.1M	Buy	3,479,793 +180,678	+5%	+$4.57M	15.25%	1
2025 Q1	$84.3M	Buy	3,299,115 +165,731	+5%	+$4.18M	16.37%	1
2024 Q4	$78.3M	Sell	3,133,384 -36,800	-1%	-$936K	15.74%	1
2024 Q3	$82.9M	Buy	3,170,184 +129,247	+4%	+$3.33M	16.61%	1
2024 Q2	$76.3M	Buy	3,040,937 +89,783	+3%	+$2.24M	16.45%	1
2024 Q1	$74.6M	Buy	2,951,154 +165,967	+6%	+$4.2M	16.9%	1
2023 Q4	$71.4M	Buy	2,785,187 +2,010,727	+260%	+$49.5M	17.39%	1
2023 Q3	$18.9M	Buy	774,460 +85,756	+12%	+$2.14M	4.95%	6
2023 Q2	$17.5M	Buy	688,704 +1,153	+0.2%	+$29.5K	4.71%	5
2023 Q1	$17.7M	Buy	687,551 +16,815	+3%	+$430K	5.2%	5
2022 Q4	$16.9M	Buy	670,736 +106,215	+19%	+$2.66M	5.54%	5
2022 Q3	$14.1M	Sell	564,521 -248,545	-31%	-$6.52M	4.97%	6
2022 Q2	$21.4M	Sell	813,066 -443,862	-35%	-$11.8M	7.2%	2
2022 Q1	$34.9M	Buy	+1,256,928	New	+$35.9M	12.05%	1
2021 Q4	–	Sell	-1,257,180	Closed	-$37.5M	–	109
2021 Q3	$37.5M	Buy	1,257,180 +95,182	+8%	+$2.87M	14.03%	1
2021 Q2	$34.9M	Sell	1,161,998 -38,485	-3%	-$1.15M	13.81%	1
2021 Q1	$35.6M	Sell	1,200,483 -300,667	-20%	-$9.07M	15.09%	1
2020 Q4	$46.2M	Buy	1,501,150 +113,032	+8%	+$3.47M	21.13%	1
2020 Q3	$42.8M	Buy	1,388,118 +137,492	+11%	+$4.26M	23.44%	1
2020 Q2	$38.6M	Sell	1,250,626 -28,791	-2%	-$879K	22.66%	1
2020 Q1	$38.7M	Buy	1,279,417 +81,202	+7%	+$2.41M	27.95%	1
2019 Q4	$35.2M	Buy	+1,198,215	New	+$35.3M	22.53%	1