IHT Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

IHT Wealth Management’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.3M	Sell	387,713 -1,677	-0.4%	-$49.2K	0.26%	84
2025 Q4	$11.4M	Sell	389,390 -171,914	-31%	-$5.08M	0.28%	82
2025 Q3	$16.6M	Buy	561,304 +455,144	+429%	+$13.3M	0.42%	52
2025 Q2	$3.1M	Buy	106,160 +8,536	+9%	+$245K	0.09%	231
2025 Q1	$2.83M	Buy	+97,624	New	+$2.81M	0.09%	214
2023 Q4	–	Sell	-773,168	Closed	-$21.3M	–	1025
2023 Q3	$21.3M	Sell	773,168 -66,562	-8%	-$1.88M	1.08%	15
2023 Q2	$24.2M	Sell	839,730 -110,305	-12%	-$3.19M	1.26%	13
2023 Q1	$27.8M	Buy	950,035 +625,195	+192%	+$18.1M	1.59%	7
2022 Q4	$9.22M	Buy	+324,840	New	+$9.16M	0.58%	33
2022 Q1	–	Sell	-5,809	Closed	-$202K	–	840
2021 Q4	$202K	Buy	+5,809	New	+$203K	0.01%	748
2020 Q2	–	Sell	-26,051	Closed	-$851K	–	634
2020 Q1	$851K	Buy	+26,051	New	+$878K	0.12%	188

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

IHT Wealth Management's SPBO Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.43% in Q1 2026, selling an estimated $49.2K and leaving 387,713 shares worth $11.3M. The position accounts for 0.26% of the portfolio, ranked #84.

IHT Wealth Management first reported a position in SPBO in Q1 2020 and has held it in 11 quarters since. The position peaked at $27.8M in Q1 2023. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

IHT Wealth Management held 387,713 shares of State Street SPDR Portfolio Corporate Bond ETF worth $11.3M as of Q1 2026.
IHT Wealth Management sold 1,677 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $49.2K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.26% of IHT Wealth Management's portfolio in Q1 2026, its #84 holding.
IHT Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
IHT Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $27.8M in Q1 2023.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.