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IAG Wealth Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-93
Closed -$3.14K – 528
2025
Q4 		$3.14K Hold
93
– – ﹤0.01% 432
2025
Q3 		$3.15K Buy
+93
New +$3.13K ﹤0.01% 449
2024
Q3 		– Sell
-7
Closed -$228 – 526
2024
Q2 		$228 Buy
+7
New +$227 ﹤0.01% 488
2023
Q3 		– Sell
-5,180
Closed -$166K – 466
2023
Q2 		$166K Buy
+5,180
New +$167K 0.04% 93

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's SPIB Position: Q1 2026 in Review

IAG Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 93 shares — an estimated $3.14K sold.

IAG Wealth Partners first reported a position in SPIB in Q2 2023 and held it in 4 quarters. The position peaked at $166K in Q2 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • IAG Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 93 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $3.14K.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • IAG Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $166K in Q2 2023.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.