MSH Capital Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

MSH Capital Advisors’s Portfolio FISR Stock Details FISR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Hold	10,778	–	–	0.05%	270
2026 Q1	$277K	Hold	10,778	–	–	0.06%	231
2025 Q4	$279K	Hold	10,778	–	–	0.06%	229
2025 Q3	$281K	Buy	10,778 +950	+10%	+$24.5K	0.08%	206
2025 Q2	$254K	Buy	9,828 +1,437	+17%	+$36.7K	0.07%	209
2025 Q1	$217K	Hold	8,391	–	–	0.07%	217
2024 Q4	$213K	Hold	8,391	–	–	0.07%	220
2024 Q3	$223K	Sell	8,391 -2	-0%	-$52	0.07%	220
2024 Q2	$213K	Buy	+8,393	New	+$212K	0.07%	211

Other funds holding FISR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MSH Capital Advisors's FISR Position: Q2 2026 in Review

MSH Capital Advisors held its State Street Fixed Income Sector Rotation ETF (FISR) position steady in Q2 2026 at 10,778 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #270.

MSH Capital Advisors first reported a position in FISR in Q2 2024 and has held it in 9 quarters since. The position peaked at $281K in Q3 2025. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

MSH Capital Advisors held 10,778 shares of State Street Fixed Income Sector Rotation ETF worth $276K as of Q2 2026.
MSH Capital Advisors left its State Street Fixed Income Sector Rotation ETF share count unchanged in Q2 2026.
State Street Fixed Income Sector Rotation ETF made up 0.05% of MSH Capital Advisors's portfolio in Q2 2026, its #270 holding.
MSH Capital Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2024 and has held it in 9 quarters since.
MSH Capital Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $281K in Q3 2025.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.