Bank of New Hampshire’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bank of New Hampshire’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
2023 Q1	–	Sell	-1,266	Closed	-$40K	–	514
2022 Q4	$40K	Hold	1,266	–	–	0.01%	333
2022 Q3	$40K	Hold	1,266	–	–	0.01%	325
2022 Q2	$41K	Hold	1,266	–	–	0.01%	324
2022 Q1	$43K	Buy	+1,266	New	+$44.3K	0.01%	338

Other funds holding SPIB

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TAIM

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

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of New Hampshire's SPIB Position: Q1 2023 in Review

Bank of New Hampshire sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 1,266 shares — an estimated $40K sold.

Bank of New Hampshire first reported a position in SPIB in Q1 2022 and held it in 4 quarters. The position peaked at $43K in Q1 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Bank of New Hampshire reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Bank of New Hampshire sold 1,266 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $40K.
Bank of New Hampshire first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Bank of New Hampshire's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $43K in Q1 2022.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Bank of New Hampshire's 13F filing for Q1 2023, filed 4 Apr 2023.