Iams Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Iams Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24,698	Closed	-$632K	–	192
2025 Q2	$632K	Buy	+24,698	New	+$624K	0.29%	93
2024 Q4	–	Sell	-15,586	Closed	-$407K	–	174
2024 Q3	$407K	Buy	+15,586	New	+$401K	0.2%	106

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iams Wealth Management's SPAB Position: Q3 2025 in Review

Iams Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 24,698 shares — an estimated $632K sold.

Iams Wealth Management first reported a position in SPAB in Q3 2024 and held it in 2 quarters. The position peaked at $632K in Q2 2025. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

Iams Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Iams Wealth Management sold 24,698 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $632K.
Iams Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and held it in 2 quarters.
Iams Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $632K in Q2 2025.
488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.