Kohmann Bosshard Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-255	Closed	-$7.36K	–	550
2025 Q4	$7.36K	Buy	+255	New	+$7.38K	﹤0.01%	880

Other funds holding SPTI

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kohmann Bosshard Financial Services's SPTI Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 255 shares — an estimated $7.36K sold.

Kohmann Bosshard Financial Services first reported a position in SPTI in Q4 2025 and held it in 1 quarter. The position peaked at $7.36K in Q4 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 255 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $7.36K.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and held it in 1 quarter.
Kohmann Bosshard Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.36K in Q4 2025.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.