IWM
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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
Q2 		$1.63M Sell
48,813
-1,426
-3% -$47.7K 0.03% 459
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 		$158K 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

IHT Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.8% in Q2 2026, selling an estimated $47.7K and leaving 48,813 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #459.

IHT Wealth Management first reported a position in SPIB in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.69M in Q1 2026. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • IHT Wealth Management held 48,813 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.63M as of Q2 2026.
  • IHT Wealth Management sold 1,426 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $47.7K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #459 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 30 quarters since.
  • IHT Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.69M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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