BFA
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Beaumont Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Beaumont Financial Advisors’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
2022
Q2 		– Sell
-6,676
Closed -$228K – 360
2022
Q1 		$228K Sell
6,676
-13,958
-68% -$489K 0.02% 327
2021
Q4 		$746K Sell
20,634
-3,978
-16% -$144K 0.05% 170
2021
Q3 		$899K Buy
+24,612
New +$905K 0.07% 150
2019
Q3 		– Sell
-46,166
Closed -$1.61M – 288
2019
Q2 		$1.61M Buy
+46,166
New +$1.58M 0.17% 96
2018
Q3 		– Sell
-44,279
Closed -$1.47M – 245
2018
Q2 		$1.47M Buy
+44,279
New +$1.47M 0.16% 81

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return