Weitzel Financial Services’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	$18.2M	Buy	711,263 +16,614	+2%	+$429K	6.84%	4
2025 Q4	$17.9M	Buy	694,649 +18,932	+3%	+$490K	6.92%	4
2025 Q3	$17.5M	Buy	675,717 +13,800	+2%	+$353K	7.12%	3
2025 Q2	$16.9M	Buy	661,917 +17,893	+3%	+$452K	7.16%	3
2025 Q1	$16.5M	Buy	644,024 +111,754	+21%	+$2.82M	7.87%	3
2024 Q4	$13.3M	Buy	532,270 +12,284	+2%	+$312K	6.28%	5
2024 Q3	$13.6M	Buy	519,986 +11,488	+2%	+$296K	6.39%	5
2024 Q2	$12.6M	Buy	508,498 +6,315	+1%	+$157K	6.31%	5
2024 Q1	$12.6M	Buy	502,183 +101,704	+25%	+$2.57M	6.35%	5
2023 Q4	$10.2M	Buy	400,479 +11,159	+3%	+$275K	5.49%	6
2023 Q3	$9.35M	Buy	389,320 +207,163	+114%	+$5.16M	5.46%	6
2023 Q2	$4.62M	Buy	182,157 +12,554	+7%	+$321K	2.62%	11
2023 Q1	$4.38M	Buy	169,603 +56,848	+50%	+$1.45M	2.63%	11
2022 Q4	$2.83M	Sell	112,755 -52,032	-32%	-$1.3M	1.81%	12
2022 Q3	$4.11M	Sell	164,787 -27,213	-14%	-$713K	2.89%	10
2022 Q2	$5.06M	Sell	192,000 -366,032	-66%	-$9.75M	3.43%	9
2022 Q1	$15.5M	Buy	558,032 +9,557	+2%	+$273K	9.91%	3
2021 Q4	$16.2M	Buy	548,475 +22,602	+4%	+$672K	9.81%	3
2021 Q3	$15.7M	Sell	525,873 -15,091,218	-97%	-$455M	10.2%	3
2021 Q2	$517M	Buy	15,617,091 +15,123,813	+3,066%	+$451M	18.19%	2
2021 Q1	$14.6M	Buy	493,278 +22,414	+5%	+$676K	10.22%	3
2020 Q4	$14.3M	Buy	+470,864	New	+$14.5M	10.67%	3