True Link 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
2024 Q1	–	Sell	-35,719	Closed	-$916K	–	73
2023 Q4	$916K	Sell	35,719 -28,055	-44%	-$690K	0.1%	28
2023 Q3	$1.55M	Sell	63,774 -400	-0.6%	-$9.97K	0.19%	33
2023 Q2	$1.63M	Hold	64,174	–	–	0.2%	33
2023 Q1	$1.66M	Hold	64,174	–	–	0.21%	34
2022 Q4	$1.61M	Buy	64,174 +3,470	+6%	+$86.9K	0.22%	33
2022 Q3	$1.51M	Hold	60,704	–	–	0.22%	39
2022 Q2	$1.6M	Hold	60,704	–	–	0.24%	44
2022 Q1	$1.69M	Sell	60,704 -5,720	-9%	-$163K	0.24%	43
2021 Q4	$1.97M	Sell	66,424 -325	-0.5%	-$9.66K	0.26%	46
2021 Q3	$1.99M	Buy	66,749 +750	+1%	+$22.6K	0.27%	41
2021 Q2	$1.98M	Buy	65,999 +5,000	+8%	+$149K	0.29%	40
2021 Q1	$1.81M	Buy	60,999 +6,500	+12%	+$196K	0.26%	47
2020 Q4	$1.68M	Buy	+54,499	New	+$1.67M	0.26%	49