Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$455K	Buy	13,586 +937	+7%	+$31.4K	0.36%	50
2026 Q1	$424K	Buy	12,649 +607	+5%	+$20.5K	0.38%	45
2025 Q4	$407K	Buy	12,042 +1,082	+10%	+$36.6K	0.37%	45
2025 Q3	$371K	Buy	10,960 +124	+1%	+$4.17K	0.34%	48
2025 Q2	$364K	Buy	10,836 +1,260	+13%	+$41.7K	0.36%	45
2025 Q1	$318K	Sell	9,576 -1,766	-16%	-$58.2K	0.34%	46
2024 Q4	$372K	Buy	+11,342	New	+$375K	0.4%	57

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

Stonehaven Wealth & Tax Solutions's SPIB Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.4% in Q2 2026, buying an estimated $31.4K and bringing the position to 13,586 shares worth $455K. The position accounts for 0.36% of the portfolio, ranked #50.

Stonehaven Wealth & Tax Solutions first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 13,586 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $455K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 937 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $31.4K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.36% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #50 holding.
Stonehaven Wealth & Tax Solutions 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.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.