EDRH
SPIB icon

Edmond de Rothschild Holding’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Edmond de Rothschild Holding’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 		– Sell
-1,346
Closed -$45.1K – 639
2026
Q1 		$45.1K Hold
1,346
– – ﹤0.01% 451
2025
Q4 		$45.5K Hold
1,346
– – ﹤0.01% 471
2025
Q3 		$45.6K Hold
1,346
– – ﹤0.01% 475
2025
Q2 		$45.2K Hold
1,346
– – ﹤0.01% 462
2025
Q1 		$44.7K Hold
1,346
– – ﹤0.01% 470
2024
Q4 		$44.1K Buy
1,346
+218
+19% +$7.22K ﹤0.01% 506
2024
Q3 		$38K Hold
1,128
– – ﹤0.01% 543
2024
Q2 		$36.7K Hold
1,128
– – ﹤0.01% 575
2024
Q1 		$36.9K Sell
1,128
-1,300
-54% -$42.4K ﹤0.01% 587
2023
Q4 		$79.7K Hold
2,428
– – ﹤0.01% 530
2023
Q3 		$76.4K Buy
2,428
+1,128
+87% +$35.9K ﹤0.01% 522
2023
Q2 		$41.7K Buy
+1,300
New +$42K ﹤0.01% 590

Other funds holding SPIB

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Edmond de Rothschild Holding's SPIB Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 1,346 shares — an estimated $45.1K sold.

Edmond de Rothschild Holding first reported a position in SPIB in Q2 2023 and held it in 12 quarters. The position peaked at $79.7K in Q4 2023. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Edmond de Rothschild Holding reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,346 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $45.1K.
  • Edmond de Rothschild Holding first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and held it in 12 quarters.
  • Edmond de Rothschild Holding's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $79.7K in Q4 2023.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.