True Vision MN’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

True Vision MN’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 Q1	$1.17M	Buy	45,419 +9,813	+28%	+$254K	0.6%	33
2025 Q4	$923K	Buy	35,606 +9,152	+35%	+$239K	0.47%	42
2025 Q3	$689K	Sell	26,454 -2,690	-9%	-$69.4K	0.36%	57
2025 Q2	$753K	Buy	29,144 +2,327	+9%	+$59.4K	0.42%	47
2025 Q1	$694K	Buy	26,817 +13,264	+98%	+$339K	0.42%	45
2024 Q4	$344K	Buy	13,553 +98	+0.7%	+$2.53K	0.2%	85
2024 Q3	$358K	Buy	13,455 +906	+7%	+$23.7K	0.21%	84
2024 Q2	$319K	Buy	12,549 +2,231	+22%	+$56.4K	0.21%	88
2024 Q1	$257K	Buy	+10,318	New	+$264K	0.18%	83

Other funds holding FISR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APC

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

True Vision MN's FISR Position: Q1 2026 in Review

True Vision MN increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 28% in Q1 2026, buying an estimated $254K and bringing the position to 45,419 shares worth $1.17M. The position accounts for 0.6% of the portfolio, ranked #33.

True Vision MN first reported a position in FISR in Q1 2024 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

True Vision MN held 45,419 shares of State Street Fixed Income Sector Rotation ETF worth $1.17M as of Q1 2026.
True Vision MN bought 9,813 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $254K.
State Street Fixed Income Sector Rotation ETF made up 0.6% of True Vision MN's portfolio in Q1 2026, its #33 holding.
True Vision MN first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2024 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.