WealthShield Partners’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Buy	10,273 +59	+0.6%	+$1.33K	0.03%	325
2025 Q4	$231K	Sell	10,214 -246	-2%	-$5.65K	0.03%	314
2025 Q3	$242K	Buy	10,460 +130	+1%	+$2.94K	0.03%	303
2025 Q2	$233K	Sell	10,330 -9,546	-48%	-$210K	0.03%	302
2025 Q1	$449K	Buy	19,876 +9,760	+96%	+$219K	0.06%	229
2024 Q4	$225K	Buy	10,116 +160	+2%	+$3.7K	0.03%	268
2024 Q3	$241K	Sell	9,956 -34	-0.3%	-$799	0.03%	272
2024 Q2	$225K	Buy	9,990 +4,306	+76%	+$97.1K	0.03%	264
2024 Q1	$132K	Buy	5,684 +5,611	+7,686%	+$130K	0.02%	297
2023 Q4	$1.73K	Buy	+73	New	+$1.59K	﹤0.01%	465
2021 Q2	–	Sell	-73	Closed	-$2K	–	1109
2021 Q1	$2K	Buy	+73	New	+$2.28K	﹤0.01%	1075
2020 Q4	–	Sell	-73	Closed	-$2K	–	402
2020 Q3	$2K	Sell	73 -106	-59%	-$3.44K	﹤0.01%	381
2020 Q2	$6K	Hold	179	–	–	﹤0.01%	304
2020 Q1	$5K	Sell	179 -2,430	-93%	-$73.2K	﹤0.01%	240
2019 Q4	$79K	Hold	2,609	–	–	0.04%	198
2019 Q3	$79K	Buy	+2,609	New	+$77K	0.04%	188
2019 Q2	–	Sell	-2,303	Closed	-$62K	–	277
2019 Q1	$62K	Buy	2,303 +106	+5%	+$2.77K	0.03%	184
2018 Q4	$56K	Buy	+2,197	New	+$55.6K	0.04%	159

Other funds holding SPLB