Walkner Condon Financial Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Walkner Condon Financial Advisors’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
2025 Q1	–	Sell	-45,467	Closed	-$1.15M	–	277
2024 Q4	$1.15M	Hold	45,467	–	–	0.23%	85
2024 Q3	$1.21M	Sell	45,467 -131	-0.3%	-$3.43K	0.25%	85
2024 Q2	$1.16M	Sell	45,598 -2,102	-4%	-$53.1K	0.25%	86
2024 Q1	$1.22M	Buy	47,700 +13,689	+40%	+$351K	0.26%	84
2023 Q4	$885K	Buy	+34,011	New	+$850K	0.2%	101

Other funds holding FISR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HWP

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

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

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

Walkner Condon Financial Advisors's FISR Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2025, closing a stake of 45,467 shares — an estimated $1.15M sold.

Walkner Condon Financial Advisors first reported a position in FISR in Q4 2023 and held it in 5 quarters. The position peaked at $1.22M in Q1 2024. 72 funds tracked by Wall St. Rank hold FISR as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 45,467 State Street Fixed Income Sector Rotation ETF shares in Q1 2025, an estimated $1.15M.
Walkner Condon Financial Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and held it in 5 quarters.
Walkner Condon Financial Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $1.22M in Q1 2024.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.