Barber Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Barber Financial Group’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 Q1	–	Sell	-7,481	Closed	-$264K	–	155
2019 Q4	$264K	Buy	7,481 +13	+0.2%	+$458	0.05%	121
2019 Q3	$263K	Sell	7,468 -10,579	-59%	-$371K	0.06%	114
2019 Q2	$630K	Buy	+18,047	New	+$619K	0.15%	73

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAIM

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

AIMU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Barber Financial Group's SPIB Position: Q1 2020 in Review

Barber Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 7,481 shares — an estimated $264K sold.

Barber Financial Group first reported a position in SPIB in Q2 2019 and held it in 3 quarters. The position peaked at $630K in Q2 2019. 303 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

Barber Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 7,481 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $264K.
Barber Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Barber Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $630K in Q2 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.