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WealthShield Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WealthShield Partners’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
Q2 		$559K Sell
16,703
-39
-0.2% -$1.3K 0.09% 151
2026
Q1 		$562K Buy
16,742
+104
+0.6% +$3.51K 0.06% 234
2025
Q4 		$563K Buy
16,638
+209
+1% +$7.08K 0.06% 232
2025
Q3 		$557K Buy
16,429
+156
+1% +$5.25K 0.06% 226
2025
Q2 		$546K Sell
16,273
-13,681
-46% -$453K 0.07% 227
2025
Q1 		$996K Buy
29,954
+13,536
+82% +$446K 0.13% 162
2024
Q4 		$538K Buy
16,418
+1,244
+8% +$41.2K 0.08% 206
2024
Q3 		$512K Buy
15,174
+802
+6% +$26.7K 0.07% 210
2024
Q2 		$468K Buy
14,372
+5,327
+59% +$173K 0.07% 206
2024
Q1 		$296K Buy
+9,045
New +$295K 0.05% 238
2021
Q2 		– Sell
-257
Closed -$9K – 1106
2021
Q1 		$9K Buy
+257
New +$9.43K ﹤0.01% 837
2020
Q4 		– Sell
-427
Closed -$16K – 401
2020
Q3 		$16K Sell
427
-1,801
-81% -$66.3K 0.01% 338
2020
Q2 		$81K Buy
2,228
+2
+0.1% +$71 0.04% 231
2020
Q1 		$76K Buy
2,226
+686
+45% +$24.1K 0.05% 177
2019
Q4 		$54K Buy
1,540
+268
+21% +$9.45K 0.03% 212
2019
Q3 		$45K Buy
+1,272
New +$44.6K 0.02% 204
2019
Q2 		– Sell
-144
Closed -$5K – 276
2019
Q1 		$5K Buy
144
+132
+1,100% +$4.43K ﹤0.01% 249
2018
Q4 		$0 Hold
12
– – ﹤0.01% 279
2018
Q3 		$0 Hold
12
– – ﹤0.01% 274
2018
Q2 		$0 Sell
12
-11
-48% -$366 ﹤0.01% 259
2018
Q1 		$1K Sell
23
-178
-89% -$6K ﹤0.01% 233
2017
Q4 		$7K Buy
+201
New +$6.91K ﹤0.01% 199

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

WealthShield Partners's SPIB Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.23% in Q2 2026, selling an estimated $1.3K and leaving 16,703 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #151.

WealthShield Partners first reported a position in SPIB in Q4 2017 and has held it in 22 quarters since. The position peaked at $996K in Q1 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • WealthShield Partners held 16,703 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $559K as of Q2 2026.
  • WealthShield Partners sold 39 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.3K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of WealthShield Partners's portfolio in Q2 2026, its #151 holding.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • WealthShield Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $996K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.