Iron Horse Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Iron Horse Wealth Management’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$993	Hold	34	–	–	﹤0.01%	515
2025 Q1	$986	Hold	34	–	–	﹤0.01%	512
2024 Q4	$973	Hold	34	–	–	﹤0.01%	433
2024 Q3	$1.02K	Hold	34	–	–	﹤0.01%	437
2024 Q2	$975	Hold	34	–	–	﹤0.01%	416
2024 Q1	$989	Hold	34	–	–	﹤0.01%	404
2023 Q4	$999	Hold	34	–	–	﹤0.01%	426
2023 Q3	$937	Hold	34	–	–	﹤0.01%	433
2023 Q2	$981	Buy	34 +1	+3%	+$29	﹤0.01%	268
2023 Q1	$994	Hold	33	–	–	﹤0.01%	296
2022 Q4	$1K	Buy	+33	New	+$930	﹤0.01%	231
2022 Q3	–	Sell	-33	Closed	-$1K	–	264
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	234
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	212
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	202
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	190
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	183
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	176
2020 Q4	$1K	Buy	+33	New	+$1.18K	﹤0.01%	164

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Iron Horse Wealth Management's SPBO Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2025 at 34 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Iron Horse Wealth Management first reported a position in SPBO in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.02K in Q3 2024. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Iron Horse Wealth Management held 34 shares of State Street SPDR Portfolio Corporate Bond ETF worth $993 as of Q2 2025.
Iron Horse Wealth Management left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #515 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.02K in Q3 2024.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.