Balboa Wealth Partners
SPLB icon

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

Balboa Wealth Partners’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$262K Buy
12,834
+1,059
+9% +$22.7K 0.04% 382
2026
Q2 		$264K Sell
11,775
-7,465
-39% -$167K 0.04% 374
2026
Q1 		$428K Buy
+19,240
New +$435K 0.07% 227
2025
Q3 		– Sell
-21,264
Closed -$480K – 430
2025
Q2 		$480K Buy
21,264
+1,107
+5% +$24.3K 0.1% 166
2025
Q1 		$455K Buy
+20,157
New +$452K 0.11% 141

Other funds holding SPLB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NYL Investors
NYL Investors New York $250M AUM 2.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Balboa Wealth Partners's SPLB Position: Q3 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Portfolio Long Term Corporate Bond Index ETF (SPLB) stake by 9% in Q3 2026, buying an estimated $22.7K and bringing the position to 12,834 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #382.

Balboa Wealth Partners first reported a position in SPLB in Q1 2025 and has held it in 5 quarters since. The position peaked at $480K in Q2 2025. 109 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

  • Balboa Wealth Partners held 12,834 shares of State Street SPDR Portfolio Long Term Corporate Bond Index ETF worth $262K as of Q3 2026.
  • Balboa Wealth Partners bought 1,059 State Street SPDR Portfolio Long Term Corporate Bond Index ETF shares in Q3 2026, an estimated $22.7K.
  • State Street SPDR Portfolio Long Term Corporate Bond Index ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #382 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio Long Term Corporate Bond Index ETF position peaked at $480K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond Index ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.