TrueWealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

TrueWealth Advisors’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 Q3	$1.45M	Sell	45,050 -2,322	-5%	-$76.6K	0.33%	54
2026 Q2	$1.59M	Sell	47,372 -78	-0.2%	-$2.61K	0.36%	47
2026 Q1	$1.59M	Sell	47,450 -5,482	-10%	-$185K	0.4%	41
2025 Q4	$1.79M	Sell	52,932 -4,842	-8%	-$164K	0.46%	42
2025 Q3	$1.96M	Buy	57,774 +886	+2%	+$29.8K	0.53%	40
2025 Q2	$1.91M	Sell	56,888 -10,723	-16%	-$355K	0.57%	36
2025 Q1	$2.25M	Sell	67,611 -7,867	-10%	-$259K	0.74%	29
2024 Q4	$2.47M	Sell	75,478 -3,399	-4%	-$113K	0.83%	24
2024 Q3	$2.66M	Buy	78,877 +583	+0.7%	+$19.4K	0.89%	26
2024 Q2	$2.55M	Sell	78,294 -3,875	-5%	-$126K	0.94%	24
2024 Q1	$2.69M	Sell	82,169 -9,519	-10%	-$311K	1.04%	22
2023 Q4	$3.01M	Sell	91,688 -6,092	-6%	-$194K	1.17%	16
2023 Q3	$3.08M	Buy	97,780 +4,707	+5%	+$150K	1.3%	17
2023 Q2	$2.99M	Buy	93,073 +21,668	+30%	+$700K	1.23%	20
2023 Q1	$2.32M	Buy	71,405 +18,327	+35%	+$591K	0.97%	22
2022 Q4	$1.69M	Buy	53,078 +15,415	+41%	+$487K	0.74%	27
2022 Q3	$1.18M	Buy	37,663 +30,986	+464%	+$1.01M	0.56%	36
2022 Q2	$218K	Buy	+6,677	New	+$221K	0.1%	152

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TrueWealth Advisors's SPIB Position: Q3 2026 in Review

TrueWealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 4.9% in Q3 2026, selling an estimated $76.6K and leaving 45,050 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #54.

TrueWealth Advisors first reported a position in SPIB in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.08M in Q3 2023. 533 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

TrueWealth Advisors held 45,050 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $1.45M as of Q3 2026.
TrueWealth Advisors sold 2,322 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $76.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.33% of TrueWealth Advisors's portfolio in Q3 2026, its #54 holding.
TrueWealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q2 2022 and has held it in 18 quarters since.
TrueWealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $3.08M in Q3 2023.
533 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.