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SHP Wealth Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

SHP Wealth Management’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.7K Buy
3,278
+943
+40% +$22.5K 0.01% 427
2025
Q4 		$55.8K Buy
+2,335
New +$55.4K ﹤0.01% 453

Other funds holding PICB

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

SHP Wealth Management's PICB Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco International Corporate Bond ETF (PICB) stake by 40% in Q1 2026, buying an estimated $22.5K and bringing the position to 3,278 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #427.

SHP Wealth Management first reported a position in PICB in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold PICB as of Q1 2026.

  • SHP Wealth Management held 3,278 shares of Invesco International Corporate Bond ETF worth $75.7K as of Q1 2026.
  • SHP Wealth Management bought 943 Invesco International Corporate Bond ETF shares in Q1 2026, an estimated $22.5K.
  • Invesco International Corporate Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #427 holding.
  • SHP Wealth Management first reported a position in Invesco International Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.