Visionary Horizons’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Visionary Horizons’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	$6.12M	Buy	189,564 +2,520	+1%	+$83.1K	2.44%	9
2026 Q2	$6.26M	Buy	187,044 +13,442	+8%	+$450K	2.62%	9
2026 Q1	$5.82M	Buy	173,602 +50,753	+41%	+$1.72M	2.87%	9
2025 Q4	$4.15M	Buy	122,849 +8,782	+8%	+$297K	2.15%	10
2025 Q3	$3.87M	Sell	114,067 -3,836	-3%	-$129K	2.16%	10
2025 Q2	$3.96M	Buy	117,903 +31,600	+37%	+$1.05M	2.5%	10
2025 Q1	$2.87M	Buy	86,303 +60,455	+234%	+$1.99M	2.02%	10
2024 Q4	$847K	Buy	25,848 +10,166	+65%	+$337K	0.56%	27
2024 Q3	$529K	Sell	15,682 -481	-3%	-$16K	0.35%	54
2024 Q2	$526K	Buy	+16,163	New	+$524K	0.39%	47

Other funds holding SPIB

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

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

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Visionary Horizons's SPIB Position: Q3 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.3% in Q3 2026, buying an estimated $83.1K and bringing the position to 189,564 shares worth $6.12M. The position accounts for 2.44% of the portfolio, ranked #9.

Visionary Horizons first reported a position in SPIB in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.26M in Q2 2026. 242 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Visionary Horizons held 189,564 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.12M as of Q3 2026.
Visionary Horizons bought 2,520 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $83.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.44% of Visionary Horizons's portfolio in Q3 2026, its #9 holding.
Visionary Horizons first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Visionary Horizons's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.26M in Q2 2026.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.