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JBR Co Financial Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

JBR Co Financial 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
2026
Q2 		$438K Buy
+13,100
New +$438K 0.16% 92

Other funds holding SPIB

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

JBR Co Financial Management's SPIB Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 13,100 shares worth $438K. The stake represents 0.16% of the portfolio and ranks #92 among its holdings.

258 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • JBR Co Financial Management held 13,100 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $438K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new JBR Co Financial Management position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of JBR Co Financial Management's portfolio in Q2 2026, its #92 holding.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.