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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.8K	Buy	565 +6	+1%	+$132	﹤0.01%	248
2025 Q1	$12.6K	Buy	559 +10	+2%	+$224	﹤0.01%	243
2024 Q4	$12.2K	Hold	549	–	–	﹤0.01%	222
2024 Q3	$13.3K	Hold	549	–	–	﹤0.01%	214
2024 Q2	$12.4K	Buy	549 +32	+6%	+$721	﹤0.01%	200
2024 Q1	$12K	Sell	517 -2	-0.4%	-$46	﹤0.01%	183
2023 Q4	$12.3K	Buy	519 +10	+2%	+$218	0.01%	165
2023 Q3	$10.8K	Buy	509 +6	+1%	+$134	0.01%	172
2023 Q2	$11.7K	Sell	503 -1,690	-77%	-$39.1K	0.01%	143
2023 Q1	$51.8K	Sell	2,193 -28	-1%	-$654	0.03%	73
2022 Q4	$50K	Buy	2,221 +1,922	+643%	+$42.8K	0.03%	78
2022 Q3	$7K	Sell	299 -2,074	-87%	-$49.9K	0.01%	95
2022 Q2	$57K	Buy	2,373 +57	+2%	+$1.43K	0.03%	66
2022 Q1	$64K	Sell	2,316 -1	-0%	-$29	0.04%	66
2021 Q4	$73K	Hold	2,317	–	–	0.04%	61
2021 Q3	$73K	Sell	2,317 -50	-2%	-$1.61K	0.05%	58
2021 Q2	$75K	Sell	2,367 -1,870	-44%	-$57.6K	0.05%	57
2021 Q1	$128K	Sell	4,237 -307	-7%	-$9.58K	0.1%	48
2020 Q4	$150K	Buy	+4,544	New	+$147K	0.12%	45

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Iron Horse Wealth Management increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 1.1% in Q2 2025, buying an estimated $132 and bringing the position to 565 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Iron Horse Wealth Management first reported a position in SPLB in Q4 2020 and has held it in 19 quarters since. The position peaked at $150K in Q4 2020. 166 funds tracked by Wall St. Rank hold SPLB as of Q2 2025.

Iron Horse Wealth Management held 565 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $12.8K as of Q2 2025.
Iron Horse Wealth Management bought 6 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2025, an estimated $132.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #248 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $150K in Q4 2020.
166 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2025.

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