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

IHT 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
2026
Q2 		$19.1M Sell
746,702
-2,127
-0.3% -$54.3K 0.41% 54
2026
Q1 		$19.2M Sell
748,829
-15,680
-2% -$405K 0.45% 43
2025
Q4 		$19.7M Sell
764,509
-47,657
-6% -$1.23M 0.48% 40
2025
Q3 		$21M Sell
812,166
-223,740
-22% -$5.73M 0.53% 34
2025
Q2 		$26.5M Sell
1,035,906
-85,619
-8% -$2.16M 0.73% 23
2025
Q1 		$28.6M Sell
1,121,525
-90,360
-7% -$2.28M 0.89% 19
2024
Q4 		$30.3M Buy
1,211,885
+131,056
+12% +$3.33M 0.98% 16
2024
Q3 		$28.3M Buy
1,080,829
+272,442
+34% +$7.02M 0.8% 20
2024
Q2 		$20.3M Buy
808,387
+39,775
+5% +$991K 0.76% 20
2024
Q1 		$19.4M Buy
768,612
+93,067
+14% +$2.35M 0.78% 20
2023
Q4 		$17.3M Sell
675,545
-12,947
-2% -$318K 0.77% 19
2023
Q3 		$16.8M Buy
688,492
+56,010
+9% +$1.4M 0.85% 19
2023
Q2 		$16M Buy
632,482
+46,433
+8% +$1.19M 0.84% 21
2023
Q1 		$15.1M Sell
586,049
-415,635
-41% -$10.6M 0.86% 21
2022
Q4 		$25.2M Buy
1,001,684
+69,759
+7% +$1.75M 1.58% 6
2022
Q3 		$23.3M Sell
931,925
-5,333
-0.6% -$140K 1.77% 4
2022
Q2 		$24.7M Buy
937,258
+45,431
+5% +$1.21M 2.18% 4
2022
Q1 		$24.8M Buy
891,827
+875,812
+5,469% +$25M 1.88% 5
2021
Q4 		$474K Sell
16,015
-31,608
-66% -$940K 0.03% 458
2021
Q3 		$1.42M Sell
47,623
-27,132
-36% -$818K 0.12% 175
2021
Q2 		$2.24M Sell
74,755
-63,191
-46% -$1.88M 0.14% 149
2021
Q1 		$4.09M Buy
137,946
+38,368
+39% +$1.16M 0.29% 72
2020
Q4 		$3.07M Buy
99,578
+62,964
+172% +$1.93M 0.25% 88
2020
Q3 		$1.13M Buy
36,614
+25,239
+222% +$781K 0.11% 189
2020
Q2 		$351K Buy
11,375
+3,017
+36% +$92.2K 0.05% 367
2020
Q1 		$253K Buy
+8,358
New +$248K 0.04% 437

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

IHT Wealth Management's SPAB Position: Q2 2026 in Review

IHT Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.28% in Q2 2026, selling an estimated $54.3K and leaving 746,702 shares worth $19.1M. The position accounts for 0.41% of the portfolio, ranked #54.

IHT Wealth Management first reported a position in SPAB in Q1 2020 and has held it in 26 quarters since. The position peaked at $30.3M in Q4 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • IHT Wealth Management held 746,702 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $19.1M as of Q2 2026.
  • IHT Wealth Management sold 2,127 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $54.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.41% of IHT Wealth Management's portfolio in Q2 2026, its #54 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • IHT Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $30.3M in Q4 2024.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.