Iams Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Iams Wealth Management’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	–	Sell	-39,070	Closed	-$1M	–	194
2026 Q1	$1M	Sell	39,070 -2,137	-5%	-$55.4K	0.35%	86
2025 Q4	$1.07M	Buy	41,207 +11,659	+39%	+$304K	0.39%	83
2025 Q3	$770K	Sell	29,548 -27,590	-48%	-$712K	0.31%	91
2025 Q2	$1.48M	Buy	57,138 +16,569	+41%	+$423K	0.68%	50
2025 Q1	$1.05M	Sell	40,569 -64	-0.2%	-$1.64K	0.48%	71
2024 Q4	$1.03M	Buy	40,633 +1,683	+4%	+$43.5K	0.47%	66
2024 Q3	$1.04M	Buy	38,950 +18,280	+88%	+$478K	0.51%	66
2024 Q2	$526K	Buy	+20,670	New	+$522K	0.29%	92

Other funds holding FISR

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

APC

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

RCM

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

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

PAS

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Novus Advisors Greenville, South Carolina $48M AUM 17.82% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Iams Wealth Management's FISR Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026, closing a stake of 39,070 shares — an estimated $1M sold.

Iams Wealth Management first reported a position in FISR in Q2 2024 and held it in 8 quarters. The position peaked at $1.48M in Q2 2025. 25 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Iams Wealth Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 39,070 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $1M.
Iams Wealth Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2024 and held it in 8 quarters.
Iams Wealth Management's State Street Fixed Income Sector Rotation ETF position peaked at $1.48M in Q2 2025.
25 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.