Accurate Investment Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-11,990	Closed	-$408K	–	333
2020 Q1	$408K	Buy	11,990 +2,320	+24%	+$81.4K	0.33%	50
2019 Q4	$341K	Buy	9,670 +4,822	+99%	+$170K	0.22%	51
2019 Q3	$171K	Buy	4,848 +31	+0.6%	+$1.09K	0.13%	67
2019 Q2	$168K	Sell	4,817 -164	-3%	-$5.63K	0.13%	63
2019 Q1	$170K	Sell	4,981 -87	-2%	-$2.92K	0.13%	56
2018 Q4	$167K	Buy	5,068 +674	+15%	+$22.2K	0.15%	59
2018 Q3	$146K	Buy	4,394 +423	+11%	+$14.1K	0.1%	71
2018 Q2	$132K	Buy	3,971 +3,275	+471%	+$109K	0.1%	85
2018 Q1	$23K	Buy	+696	New	+$23.5K	0.02%	198

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIA

MainStreet Investment Advisors Chicago, Illinois $665M AUM 18.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Accurate Investment Solutions's SPIB Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 11,990 shares — an estimated $408K sold.

Accurate Investment Solutions first reported a position in SPIB in Q1 2018 and held it in 9 quarters. The position peaked at $408K in Q1 2020. 312 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 11,990 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $408K.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 9 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $408K in Q1 2020.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.