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

Bison Wealth’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 Q3	–	Sell	-126	Closed	-$4K	–	343
2022 Q2	$4K	Hold	126	–	–	﹤0.01%	307
2022 Q1	$4K	Hold	126	–	–	﹤0.01%	347
2021 Q4	$5K	Sell	126 -5	-4%	-$181	﹤0.01%	329
2021 Q3	$5K	Sell	131 -24	-15%	-$882	﹤0.01%	446
2021 Q2	$6K	Hold	155	–	–	﹤0.01%	430
2021 Q1	$6K	Hold	155	–	–	﹤0.01%	433
2020 Q4	$6K	Buy	155 +5	+3%	+$185	﹤0.01%	382
2020 Q3	$6K	Buy	+150	New	+$5.52K	﹤0.01%	336

Other funds holding SPIB

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bison Wealth's SPIB Position: Q3 2022 in Review

Bison Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2022, closing a stake of 126 shares — an estimated $4K sold.

Bison Wealth first reported a position in SPIB in Q3 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

Bison Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 126 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2022, an estimated $4K.
Bison Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Bison Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6K in Q2 2021.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.