IWM
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Iams Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Iams Wealth Management’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,024
Closed -$407K – 194
2025
Q2 		$407K Buy
18,024
+3,932
+28% +$86.4K 0.19% 122
2025
Q1 		$318K Buy
+14,092
New +$316K 0.15% 134

Other funds holding SPLB

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Iams Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2025, closing a stake of 18,024 shares — an estimated $407K sold.

Iams Wealth Management first reported a position in SPLB in Q1 2025 and held it in 2 quarters. The position peaked at $407K in Q2 2025. 149 funds tracked by Wall St. Rank hold SPLB as of Q3 2025.

  • Iams Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Iams Wealth Management sold 18,024 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2025, an estimated $407K.
  • Iams Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Iams Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $407K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2025.

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