IRON Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

IRON Financial’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59M	Sell	119,506 -648	-0.5%	-$19.4K	1.48%	20
2026 Q1	$3.61M	Sell	120,154 -1,312	-1%	-$39.6K	1.58%	15
2025 Q4	$3.67M	Buy	121,466 +1,749	+1%	+$52.9K	1.69%	15
2025 Q3	$3.63M	Sell	119,717 -251	-0.2%	-$7.57K	1.74%	12
2025 Q2	$3.62M	Sell	119,968 -2,608	-2%	-$78.2K	1.88%	13
2025 Q1	$3.69M	Sell	122,576 -1,836	-1%	-$55K	2.07%	12
2024 Q4	$3.71M	Sell	124,412 -4,187	-3%	-$125K	2.09%	13
2024 Q3	$3.89M	Sell	128,599 -45,014	-26%	-$1.35M	2.12%	14
2024 Q2	$5.16M	Sell	173,613 -23,461	-12%	-$695K	2.89%	10
2024 Q1	$5.87M	Sell	197,074 -12,752	-6%	-$379K	3.27%	10
2023 Q4	$6.25M	Sell	209,826 -9,436	-4%	-$278K	3.55%	10
2023 Q3	$6.43M	Sell	219,262 -21,367	-9%	-$627K	3.73%	9
2023 Q2	$7.08M	Sell	240,629 -6,778	-3%	-$200K	3.8%	9
2023 Q1	$7.33M	Sell	247,407 -249,998	-50%	-$7.37M	4.02%	8
2022 Q4	$14.6M	Sell	497,405 -60,378	-11%	-$1.77M	8.39%	1
2022 Q3	$16.3M	Sell	557,783 -32,760	-6%	-$973K	8.95%	1
2022 Q2	$17.6M	Sell	590,543 -51,678	-8%	-$1.54M	9.19%	1
2022 Q1	$19.4M	Sell	642,221 -39,758	-6%	-$1.21M	8.92%	1
2021 Q4	$21.1M	Buy	681,979 +18,780	+3%	+$583K	9.42%	2
2021 Q3	$20.7M	Sell	663,199 -72,368	-10%	-$2.26M	9.94%	2
2021 Q2	$23M	Buy	735,567 +29,234	+4%	+$915K	10.77%	2
2021 Q1	$22.1M	Buy	+706,333	New	+$22.1M	11.67%	1
2020 Q3	–	Sell	-572,119	Closed	-$17.9M	–	114
2020 Q2	$17.9M	Buy	572,119 +221,573	+63%	+$6.87M	9.24%	1
2020 Q1	$10.6M	Buy	350,546 +6,791	+2%	+$208K	6.64%	5
2019 Q4	$10.6M	Buy	+343,755	New	+$10.6M	5.05%	6
2018 Q3	–	Sell	-444,338	Closed	-$13.4M	–	101
2018 Q2	$13.4M	Buy	444,338 +368,860	+489%	+$11.1M	7.27%	5
2018 Q1	$2.28M	Buy	+75,478	New	+$2.28M	1.46%	14

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

IRON Financial's SPSB Position: Q2 2026 in Review

IRON Financial reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.54% in Q2 2026, selling an estimated $19.4K and leaving 119,506 shares worth $3.59M. The position accounts for 1.48% of the portfolio, ranked #20.

IRON Financial first reported a position in SPSB in Q1 2018 and has held it in 27 quarters since. The position peaked at $23M in Q2 2021. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

IRON Financial held 119,506 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.59M as of Q2 2026.
IRON Financial sold 648 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.48% of IRON Financial's portfolio in Q2 2026, its #20 holding.
IRON Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 27 quarters since.
IRON Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $23M in Q2 2021.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.