Balboa Wealth Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Balboa Wealth Partners’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$919K	Sell	27,477 -296	-1%	-$9.91K	0.13%	138
2026 Q1	$932K	Buy	27,773 +2,868	+12%	+$96.9K	0.16%	110
2025 Q4	$842K	Sell	24,905 -2,601	-9%	-$88.1K	0.14%	119
2025 Q3	$932K	Buy	27,506 +1,649	+6%	+$55.5K	0.16%	104
2025 Q2	$868K	Buy	25,857 +2,195	+9%	+$72.7K	0.17%	104
2025 Q1	$787K	Sell	23,662 -3,662	-13%	-$121K	0.19%	92
2024 Q4	$895K	Buy	27,324 +13,098	+92%	+$434K	0.2%	88
2024 Q3	$480K	Buy	14,226 +1,137	+9%	+$37.8K	0.12%	147
2024 Q2	$426K	Buy	+13,089	New	+$424K	0.11%	149

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Balboa Wealth Partners's SPIB Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q2 2026, selling an estimated $9.91K and leaving 27,477 shares worth $919K. The position accounts for 0.13% of the portfolio, ranked #138.

Balboa Wealth Partners first reported a position in SPIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $932K in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Balboa Wealth Partners held 27,477 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $919K as of Q2 2026.
Balboa Wealth Partners sold 296 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $9.91K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #138 holding.
Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Balboa Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $932K in Q3 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.