TBF
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True Blue Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

True Blue Financial’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 		$11.3M Sell
337,154
-51,543
-13% -$1.73M 4.76% 5
2026
Q1 		$13M Buy
388,697
+8,162
+2% +$276K 10.28% 2
2025
Q4 		$12.9M Buy
+380,535
New +$12.9M 10.62% 1

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

True Blue Financial's SPIB Position: Q2 2026 in Review

True Blue Financial reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 13% in Q2 2026, selling an estimated $1.73M and leaving 337,154 shares worth $11.3M. The position accounts for 4.76% of the portfolio, ranked #5.

True Blue Financial first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • True Blue Financial held 337,154 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.3M as of Q2 2026.
  • True Blue Financial sold 51,543 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.73M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.76% of True Blue Financial's portfolio in Q2 2026, its #5 holding.
  • True Blue Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • True Blue Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13M 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 True Blue Financial's 13F filing for Q2 2026, filed 17 Jul 2026.