IHT Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.69M	Buy	50,239 +3,034	+6%	+$103K	0.04%	427
2025 Q4	$1.6M	Buy	47,205 +39,180	+488%	+$1.33M	0.04%	397
2025 Q3	$272K	Buy	8,025 +262	+3%	+$8.81K	0.01%	972
2025 Q2	$261K	Buy	7,763 +216	+3%	+$7.15K	0.01%	954
2025 Q1	$251K	Buy	7,547 +347	+5%	+$11.4K	0.01%	930
2024 Q4	$236K	Buy	7,200 +1,224	+20%	+$40.5K	0.01%	949
2024 Q3	$201K	Buy	+5,976	New	+$199K	0.01%	1087
2023 Q4	–	Sell	-6,495	Closed	-$204K	–	1027
2023 Q3	$204K	Sell	6,495 -34	-0.5%	-$1.08K	0.01%	872
2023 Q2	$210K	Sell	6,529 -242	-4%	-$7.81K	0.01%	864
2023 Q1	$220K	Sell	6,771 -928	-12%	-$29.9K	0.01%	817
2022 Q4	$245K	Buy	7,699 +302	+4%	+$9.55K	0.02%	741
2022 Q3	$232K	Sell	7,397 -142	-2%	-$4.63K	0.02%	721
2022 Q2	$246K	Buy	+7,539	New	+$249K	0.02%	595
2022 Q1	–	Sell	-8,974	Closed	-$324K	–	841
2021 Q4	$324K	Buy	8,974 +748	+9%	+$27.1K	0.02%	576
2021 Q3	$300K	Sell	8,226 -10,309	-56%	-$379K	0.02%	589
2021 Q2	$680K	Sell	18,535 -5,177	-22%	-$189K	0.04%	424
2021 Q1	$860K	Sell	23,712 -1,616	-6%	-$59.3K	0.06%	303
2020 Q4	$942K	Buy	25,328 +287	+1%	+$10.6K	0.08%	255
2020 Q3	$921K	Buy	25,041 +3,090	+14%	+$114K	0.09%	231
2020 Q2	$802K	Buy	21,951 +2,964	+16%	+$105K	0.11%	208
2020 Q1	$646K	Buy	18,987 +7,692	+68%	+$270K	0.09%	231
2019 Q4	$399K	Sell	11,295 -2,172	-16%	-$76.6K	0.05%	370
2019 Q3	$475K	Buy	+13,467	New	+$472K	0.06%	323
2018 Q2	–	Sell	-166	Closed	-$6K	–	1215
2018 Q1	$6K	Buy	166 +1	+0.6%	+$34	﹤0.01%	1307
2017 Q4	$6K	Buy	165 +2	+1%	+$69	﹤0.01%	1305
2017 Q3	$6K	Buy	163 +147	+919%	+$5.08K	﹤0.01%	1068
2017 Q2	$158	Hold	16	–	–	0.08%	273
2017 Q1	$1K	Sell	16 -146	-90%	-$4.97K	﹤0.01%	1210
2016 Q4	$6K	Buy	+162	New	+$5.55K	﹤0.01%	890

Other funds holding SPIB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IHT Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.4% in Q1 2026, buying an estimated $103K and bringing the position to 50,239 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #427.

IHT Wealth Management first reported a position in SPIB in Q4 2016 and has held it in 29 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

IHT Wealth Management held 50,239 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.69M as of Q1 2026.
IHT Wealth Management bought 3,034 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $103K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #427 holding.
IHT Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and has held it in 29 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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