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SPIB icon

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return