WMN
PRIV

Wealth Management Nebraska’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Wealth Management Nebraska’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72M Buy
68,165
+9,350
+16% +$238K 0.17% 31
2025
Q4 		$1.49M Buy
58,815
+46,402
+374% +$1.18M 0.17% 32
2025
Q3 		$317K Buy
+12,413
New +$313K 0.04% 73

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Wealth Management Nebraska's PRIV Position: Q1 2026 in Review

Wealth Management Nebraska increased its State Street IG Public & Private Credit ETF (PRIV) stake by 16% in Q1 2026, buying an estimated $238K and bringing the position to 68,165 shares worth $1.72M. The position accounts for 0.17% of the portfolio, ranked #31.

Wealth Management Nebraska first reported a position in PRIV in Q3 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold PRIV as of Q1 2026.

  • Wealth Management Nebraska held 68,165 shares of State Street IG Public & Private Credit ETF worth $1.72M as of Q1 2026.
  • Wealth Management Nebraska bought 9,350 State Street IG Public & Private Credit ETF shares in Q1 2026, an estimated $238K.
  • State Street IG Public & Private Credit ETF made up 0.17% of Wealth Management Nebraska's portfolio in Q1 2026, its #31 holding.
  • Wealth Management Nebraska first reported a position in State Street IG Public & Private Credit ETF in Q3 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.