Iowa State Bank’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Iowa State Bank’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.6M	Buy	1,435,573 +42,754	+3%	+$1M	5.62%	2
2026 Q1	$32.5M	Buy	1,392,819 +796,051	+133%	+$18.8M	5.98%	1
2025 Q4	$14.1M	Buy	596,768 +22,029	+4%	+$522K	2.65%	10
2025 Q3	$13.8M	Buy	574,739 +27,401	+5%	+$651K	2.62%	10
2025 Q2	$13M	Buy	547,338 +8,308	+2%	+$193K	2.59%	9
2025 Q1	$12.6M	Buy	539,030 +106,211	+25%	+$2.51M	2.68%	7
2024 Q4	$10.2M	Buy	432,819 +63,296	+17%	+$1.5M	2.11%	11
2024 Q3	$8.89M	Buy	369,523 +241,422	+188%	+$5.7M	1.83%	12
2024 Q2	$2.98M	Buy	128,101 +4,905	+4%	+$114K	0.66%	52
2024 Q1	$2.89M	Buy	123,196 +19,593	+19%	+$457K	0.64%	57
2023 Q4	$2.42M	Buy	103,603 +5,700	+6%	+$129K	0.58%	64
2023 Q3	$2.19M	Buy	97,903 +5,600	+6%	+$127K	0.57%	63
2023 Q2	$2.11M	Buy	92,303 +1,800	+2%	+$40.8K	0.53%	68
2023 Q1	$2.08M	Buy	90,503 +34,011	+60%	+$775K	0.52%	68
2022 Q4	$1.26M	Buy	+56,492	New	+$1.26M	0.32%	78

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Iowa State Bank's SPHY Position: Q2 2026 in Review

Iowa State Bank increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.1% in Q2 2026, buying an estimated $1M and bringing the position to 1,435,573 shares worth $33.6M. The position accounts for 5.62% of the portfolio, ranked #2.

Iowa State Bank first reported a position in SPHY in Q4 2022 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Iowa State Bank held 1,435,573 shares of State Street SPDR Portfolio High Yield Bond ETF worth $33.6M as of Q2 2026.
Iowa State Bank bought 42,754 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1M.
State Street SPDR Portfolio High Yield Bond ETF made up 5.62% of Iowa State Bank's portfolio in Q2 2026, its #2 holding.
Iowa State Bank first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.