Avion Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Avion Wealth’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
2021 Q2	–	Sell	-137	Closed	-$5K	–	406
2021 Q1	$5K	Hold	137	–	–	﹤0.01%	268
2020 Q4	$5K	Hold	137	–	–	﹤0.01%	281
2020 Q3	$5K	Hold	137	–	–	﹤0.01%	234
2020 Q2	$5K	Hold	137	–	–	﹤0.01%	204
2020 Q1	$5K	Buy	+137	New	+$4.8K	﹤0.01%	214

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Avion Wealth's SPIB Position: Q2 2021 in Review

Avion Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2021, closing a stake of 137 shares — an estimated $5K sold.

Avion Wealth first reported a position in SPIB in Q1 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

Avion Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Avion Wealth sold 137 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $5K.
Avion Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Avion Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5K in Q1 2021.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on Avion Wealth's 13F filing for Q2 2021, filed 27 Jul 2021.