Independent Advisor Alliance’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Independent Advisor Alliance’s Portfolio FISR Stock Details FISR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Buy	21,332 +6,306	+42%	+$161K	0.01%	635
2026 Q1	$386K	Sell	15,026 -1,384	-8%	-$35.9K	﹤0.01%	1218
2025 Q4	$425K	Buy	+16,410	New	+$428K	0.01%	695

Other funds holding FISR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independent Advisor Alliance's FISR Position: Q2 2026 in Review

Independent Advisor Alliance increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 42% in Q2 2026, buying an estimated $161K and bringing the position to 21,332 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #635.

Independent Advisor Alliance first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Independent Advisor Alliance held 21,332 shares of State Street Fixed Income Sector Rotation ETF worth $547K as of Q2 2026.
Independent Advisor Alliance bought 6,306 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $161K.
State Street Fixed Income Sector Rotation ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #635 holding.
Independent Advisor Alliance first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.