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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$72.2K	Sell	2,149 -362	-14%	-$12K	0.02%	117
2025 Q1	$83.5K	Buy	2,511 +87	+4%	+$2.87K	0.03%	87
2024 Q4	$79.4K	Sell	2,424 -3	-0.1%	-$99	0.03%	83
2024 Q3	$81.8K	Hold	2,427	–	–	0.03%	78
2024 Q2	$79K	Sell	2,427 -54	-2%	-$1.75K	0.03%	75
2024 Q1	$81.1K	Sell	2,481 -333	-12%	-$10.9K	0.03%	68
2023 Q4	$92.4K	Sell	2,814 -243	-8%	-$7.72K	0.04%	60
2023 Q3	$96.1K	Sell	3,057 -751	-20%	-$23.9K	0.05%	58
2023 Q2	$122K	Sell	3,808 -4,175	-52%	-$135K	0.06%	47
2023 Q1	$259K	Sell	7,983 -330	-4%	-$10.6K	0.13%	32
2022 Q4	$265K	Buy	8,313 +6,476	+353%	+$205K	0.14%	33
2022 Q3	$58K	Sell	1,837 -10,990	-86%	-$358K	0.08%	40
2022 Q2	$419K	Sell	12,827 -510	-4%	-$16.9K	0.24%	23
2022 Q1	$455K	Sell	13,337 -204	-2%	-$7.14K	0.25%	24
2021 Q4	$490K	Sell	13,541 -631	-4%	-$22.9K	0.28%	24
2021 Q3	$518K	Sell	14,172 -2,375	-14%	-$87.3K	0.32%	20
2021 Q2	$607K	Sell	16,547 -695	-4%	-$25.4K	0.4%	20
2021 Q1	$625K	Sell	17,242 -364	-2%	-$13.4K	0.47%	19
2020 Q4	$655K	Buy	+17,606	New	+$650K	0.52%	20

Other funds holding SPIB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MERSOM

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Iron Horse Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q2 2025, selling an estimated $12K and leaving 2,149 shares worth $72.2K. The position accounts for 0.02% of the portfolio, ranked #117.

Iron Horse Wealth Management first reported a position in SPIB in Q4 2020 and has held it in 19 quarters since. The position peaked at $655K in Q4 2020. 559 funds tracked by Wall St. Rank hold SPIB as of Q2 2025.

Iron Horse Wealth Management held 2,149 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $72.2K as of Q2 2025.
Iron Horse Wealth Management sold 362 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2025, an estimated $12K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #117 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $655K in Q4 2020.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2025.

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