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 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	6.52%	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	7.02%	6
2024 Q3	$19.3M	Sell	727,539 -14,063	-2%	-$368K	6.7%	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	5.94%	6
2023 Q4	$8.8M	Buy	+338,267	New	+$8.46M	6.65%	4

Other funds holding FISR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return