Forum Finance Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Forum Finance Group’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,150	Closed	-$37K	–	361
2026 Q1	$37K	Buy	+1,150	New	+$46.3K	0.02%	216

Other funds holding WIP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forum Finance Group's WIP Position: Q2 2026 in Review

Forum Finance Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2026, closing a stake of 1,150 shares — an estimated $37K sold.

Forum Finance Group first reported a position in WIP in Q1 2026 and held it in 1 quarter. The position peaked at $37K in Q1 2026. 74 funds tracked by Wall St. Rank hold WIP as of Q2 2026.

Forum Finance Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2026 after selling out during the quarter.
Forum Finance Group sold 1,150 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2026, an estimated $37K.
Forum Finance Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2026 and held it in 1 quarter.
Forum Finance Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $37K in Q1 2026.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.