Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q4	–	Sell	-120	Closed	-$4K	–	89
2021 Q3	$4K	Buy	+120	New	+$4.41K	﹤0.01%	73
2016 Q4	–	Sell	-49	Closed	-$2K	–	101
2016 Q3	$2K	Buy	+49	New	+$1.71K	﹤0.01%	93

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TAIM

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SPIB Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 120 shares — an estimated $4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SPIB in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Beacon Capital Management Inc (Ohio) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 120 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $4K.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4K in Q3 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.