Independent Wealth Network’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.34M Buy
28,469
+2,283
+9% +$107K 0.34% 76
2026
Q1
$1.23M Buy
+26,186
New +$1.24M 0.37% 72

Other funds holding STOT

Independent Wealth Network's STOT Position: Q2 2026 in Review

Independent Wealth Network increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 8.7% in Q2 2026, buying an estimated $107K and bringing the position to 28,469 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #76.

Independent Wealth Network first reported a position in STOT in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

  • Independent Wealth Network held 28,469 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.34M as of Q2 2026.
  • Independent Wealth Network bought 2,283 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $107K.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.34% of Independent Wealth Network's portfolio in Q2 2026, its #76 holding.
  • Independent Wealth Network first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.