Balboa Wealth Partners
Position in FISR — State Street(R) Fixed Income Sector Rotation ETF
CIK 1929008
SCOTTSDALE, AZ
All Filings in FISR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FISR | $2,324,779 | 90,388 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 FISR | $1,867,955 | 72,094 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 FISR | $1,266,142 | 48,595 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 FISR | $2,349,450 | 90,923 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 FISR | $2,067,915 | 79,904 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 FISR | $1,850,795 | 72,978 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FISR | $2,195,427 | 82,569 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 FISR | $1,808,073 | 71,100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FISR | $1,827,803 | 71,315 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 FISR | $1,384,700 | 53,227 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 FISR | $1,263,007 | 51,076 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 FISR | $1,382,325 | 53,448 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FISR | $1,300,628 | 49,341 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 FISR | $1,276,898 | 49,873 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 FISR | $496,742 | 19,461 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||