Hibernia Wealth Partners’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Hibernia Wealth Partners’s Portfolio FISR Stock Details FISR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Sell	409,212 -349,859	-46%	-$8.96M	5.68%	6
2026 Q1	$19.5M	Buy	759,071 +33,483	+5%	+$868K	5.77%	6
2025 Q4	$18.8M	Buy	725,588 +374,295	+107%	+$9.76M	5.66%	6
2025 Q3	$9.15M	Sell	351,293 -341,097	-49%	-$8.8M	5.87%	6
2025 Q2	$17.9M	Buy	692,390 +336,131	+94%	+$8.58M	5.78%	6
2025 Q1	$9.22M	Sell	356,259 -5,501	-2%	-$141K	6.55%	6
2024 Q4	$9.17M	Sell	361,760 -365,779	-50%	-$9.45M	5.98%	6
2024 Q3	$19.3M	Sell	727,539 -14,063	-2%	-$368K	5.79%	6
2024 Q2	$18.9M	Buy	741,602 +401,104	+118%	+$10.1M	6.57%	6
2024 Q1	$8.73M	Buy	340,498 +2,231	+0.7%	+$57.1K	5.91%	6
2023 Q4	$8.8M	Buy	+338,267	New	+$8.46M	6.59%	4

Other funds holding FISR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

Hibernia Wealth Partners's FISR Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 46% in Q2 2026, selling an estimated $8.96M and leaving 409,212 shares worth $10.5M. The position accounts for 5.68% of the portfolio, ranked #6.

Hibernia Wealth Partners first reported a position in FISR in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.5M in Q1 2026. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Hibernia Wealth Partners held 409,212 shares of State Street Fixed Income Sector Rotation ETF worth $10.5M as of Q2 2026.
Hibernia Wealth Partners sold 349,859 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $8.96M.
State Street Fixed Income Sector Rotation ETF made up 5.68% of Hibernia Wealth Partners's portfolio in Q2 2026, its #6 holding.
Hibernia Wealth Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and has held it in 11 quarters since.
Hibernia Wealth Partners's State Street Fixed Income Sector Rotation ETF position peaked at $19.5M in Q1 2026.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.