BHK Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

BHK Investment Advisors’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	$268K	Hold	8,000	–	–	0.08%	72
2026 Q1	$268K	Hold	8,000	–	–	0.09%	72
2025 Q4	$270K	Sell	8,000 -1,000	-11%	-$33.9K	0.09%	69
2025 Q3	$305K	Hold	9,000	–	–	0.11%	61
2025 Q2	$302K	Hold	9,000	–	–	0.12%	56
2025 Q1	$299K	Hold	9,000	–	–	0.13%	53
2024 Q4	$295K	Hold	9,000	–	–	0.11%	55
2024 Q3	$303K	Hold	9,000	–	–	0.11%	56
2024 Q2	$293K	Hold	9,000	–	–	0.12%	53
2024 Q1	$294K	Hold	9,000	–	–	0.11%	54
2023 Q4	$295K	Hold	9,000	–	–	0.17%	43
2023 Q3	$283K	Sell	9,000 -2,000	-18%	-$63.7K	0.13%	49
2023 Q2	$353K	Hold	11,000	–	–	0.15%	51
2023 Q1	$357K	Hold	11,000	–	–	0.16%	50
2022 Q4	$350K	Hold	11,000	–	–	0.2%	47
2022 Q3	$345K	Hold	11,000	–	–	0.17%	47
2022 Q2	$359K	Hold	11,000	–	–	0.16%	50
2022 Q1	$376K	Hold	11,000	–	–	0.16%	51
2021 Q4	$398K	Hold	11,000	–	–	0.16%	47
2021 Q3	$402K	Hold	11,000	–	–	0.17%	44
2021 Q2	$404K	Buy	11,000 +1,000	+10%	+$36.5K	0.17%	42
2021 Q1	$372K	Hold	10,000	–	–	0.17%	44
2020 Q4	$372K	Hold	10,000	–	–	0.17%	40
2020 Q3	$368K	Sell	10,000 -500	-5%	-$18.4K	0.21%	36
2020 Q2	$384K	Hold	10,500	–	–	0.23%	31
2020 Q1	$357K	Hold	10,500	–	–	0.25%	33
2019 Q4	$371K	Hold	10,500	–	–	0.21%	40
2019 Q3	$370K	Hold	10,500	–	–	0.21%	55
2019 Q2	$367K	Hold	10,500	–	–	0.21%	60
2019 Q1	$359K	Hold	10,500	–	–	0.22%	62
2018 Q4	$347K	Hold	10,500	–	–	0.26%	49
2018 Q3	$350K	Hold	10,500	–	–	0.24%	50
2018 Q2	$350K	Buy	10,500 +1,000	+11%	+$33.3K	0.24%	44
2018 Q1	$319K	Hold	9,500	–	–	0.24%	43
2017 Q4	$325K	Buy	+9,500	New	+$327K	0.27%	38

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

BHK Investment Advisors's SPIB Position: Q2 2026 in Review

BHK Investment Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 8,000 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #72.

BHK Investment Advisors first reported a position in SPIB in Q4 2017 and has held it in 35 quarters since. The position peaked at $404K in Q2 2021. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

BHK Investment Advisors held 8,000 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $268K as of Q2 2026.
BHK Investment Advisors left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of BHK Investment Advisors's portfolio in Q2 2026, its #72 holding.
BHK Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
BHK Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $404K in Q2 2021.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.