International Private Wealth Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

International Private Wealth Advisors’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	$1.84M	Sell	71,825 -12,925	-15%	-$331K	0.95%	30
2026 Q1	$2.18M	Buy	84,750 +13,731	+19%	+$356K	1.33%	19
2025 Q4	$1.84M	Buy	71,019 +18,929	+36%	+$494K	1.16%	23
2025 Q3	$1.36M	Sell	52,090 -23,068	-31%	-$595K	0.85%	31
2025 Q2	$1.94M	Buy	75,158 +17,558	+30%	+$448K	1.67%	14
2025 Q1	$1.49M	Buy	57,600 +11,054	+24%	+$283K	1.43%	16
2024 Q4	$1.18M	Sell	46,546 -2,974	-6%	-$76.8K	1.17%	20
2024 Q3	$1.32M	Buy	49,520 +11,981	+32%	+$313K	1.93%	11
2024 Q2	$955K	Buy	37,539 +7,838	+26%	+$198K	1.61%	11
2024 Q1	$761K	Sell	29,701 -33,306	-53%	-$853K	1.47%	10
2023 Q4	$1.64M	Buy	+63,007	New	+$1.58M	1.62%	14

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

International Private Wealth Advisors's FISR Position: Q2 2026 in Review

International Private Wealth Advisors reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 15% in Q2 2026, selling an estimated $331K and leaving 71,825 shares worth $1.84M. The position accounts for 0.95% of the portfolio, ranked #30.

International Private Wealth Advisors first reported a position in FISR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q1 2026. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

International Private Wealth Advisors held 71,825 shares of State Street Fixed Income Sector Rotation ETF worth $1.84M as of Q2 2026.
International Private Wealth Advisors sold 12,925 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $331K.
State Street Fixed Income Sector Rotation ETF made up 0.95% of International Private Wealth Advisors's portfolio in Q2 2026, its #30 holding.
International Private Wealth Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and has held it in 11 quarters since.
International Private Wealth Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $2.18M in Q1 2026.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.