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

Avantax Planning 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
2018
Q1 		– Sell
-7,330
Closed -$251K – 1863
2017
Q4 		$251K Buy
+7,330
New +$252K 0.02% 257

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Avantax Planning Partners's SPIB Position: Q1 2018 in Review

Avantax Planning Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2018, closing a stake of 7,330 shares — an estimated $251K sold.

Avantax Planning Partners first reported a position in SPIB in Q4 2017 and held it in 1 quarter. The position peaked at $251K in Q4 2017. 205 funds tracked by Wall St. Rank hold SPIB as of Q1 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 7,330 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2018, an estimated $251K.
  • Avantax Planning Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Avantax Planning Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $251K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2018.

Based on Avantax Planning Partners's 13F filing for Q1 2018, filed 15 May 2018.