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

Mascagni 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
2026 Q2	$1.65M	Sell	49,322 -2,366	-5%	-$79.2K	1.03%	24
2026 Q1	$1.73M	Buy	51,688 +9,525	+23%	+$322K	1.24%	19
2025 Q4	$1.43M	Buy	42,163 +925	+2%	+$31.3K	1.06%	29
2025 Q3	$1.4M	Buy	41,238 +1,993	+5%	+$67.1K	1.08%	30
2025 Q2	$1.32M	Buy	39,245 +16,783	+75%	+$556K	1.12%	26
2025 Q1	$747K	Hold	22,462	–	–	0.74%	42
2024 Q4	$747K	Buy	+22,462	New	+$744K	0.74%	42

Other funds holding SPIB

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

AFI

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

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

MERSOM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mascagni Wealth Management's SPIB Position: Q2 2026 in Review

Mascagni Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.6% in Q2 2026, selling an estimated $79.2K and leaving 49,322 shares worth $1.65M. The position accounts for 1.03% of the portfolio, ranked #24.

Mascagni Wealth Management first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Mascagni Wealth Management held 49,322 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.65M as of Q2 2026.
Mascagni Wealth Management sold 2,366 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $79.2K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.03% of Mascagni Wealth Management's portfolio in Q2 2026, its #24 holding.
Mascagni Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.73M in Q1 2026.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.