Walkner Condon Financial Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,182
Closed -$371K 269
2024
Q1
$371K Buy
13,182
+6,174
+88% +$174K 0.08% 189
2023
Q4
$200K Buy
+7,008
New +$200K 0.05% 261