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

BerganKDV Wealth Management’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 Q2	–	Sell	-4	Closed	-$130	–	1052
2023 Q1	$130	Sell	4 -230	-98%	-$7.42K	﹤0.01%	1037
2022 Q4	$7.45K	Buy	+234	New	+$7.4K	﹤0.01%	619
2022 Q2	–	Sell	-120	Closed	-$4K	–	1062
2022 Q1	$4K	Buy	120 +106	+757%	+$3.71K	﹤0.01%	773
2021 Q4	$1K	Sell	14 -61	-81%	-$2.21K	﹤0.01%	1013
2021 Q3	$3K	Buy	+75	New	+$2.76K	﹤0.01%	841
2021 Q1	–	Sell	-88	Closed	-$3K	–	986
2020 Q4	$3K	Buy	+88	New	+$3.25K	﹤0.01%	747
2020 Q3	–	Sell	-437	Closed	-$16K	–	998
2020 Q2	$16K	Buy	+437	New	+$15.5K	﹤0.01%	483

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

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

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

CSIA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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 $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

BerganKDV Wealth Management's SPIB Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 4 shares — an estimated $130 sold.

BerganKDV Wealth Management first reported a position in SPIB in Q2 2020 and held it in 7 quarters. The position peaked at $16K in Q2 2020. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

BerganKDV Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 4 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $130.
BerganKDV Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
BerganKDV Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $16K in Q2 2020.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.