Boyce & Associates Wealth Consulting’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Boyce & Associates Wealth Consulting’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
2024 Q2	–	Sell	-33,165	Closed	-$1.08M	–	69
2024 Q1	$1.08M	Sell	33,165 -319	-1%	-$10.4K	1.4%	15
2023 Q4	$1.1M	Buy	33,484 +1,220	+4%	+$38.8K	1.6%	14
2023 Q3	$1.01M	Buy	32,264 +1,201	+4%	+$38.3K	1.69%	13
2023 Q2	$997K	Sell	31,063 -16,519	-35%	-$533K	1.67%	14
2023 Q1	$1.55M	Buy	+47,582	New	+$1.53M	2.78%	10

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SPIB Position: Q2 2024 in Review

Boyce & Associates Wealth Consulting sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 33,165 shares — an estimated $1.08M sold.

Boyce & Associates Wealth Consulting first reported a position in SPIB in Q1 2023 and held it in 5 quarters. The position peaked at $1.55M in Q1 2023. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Boyce & Associates Wealth Consulting reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 33,165 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $1.08M.
Boyce & Associates Wealth Consulting first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Boyce & Associates Wealth Consulting's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.55M in Q1 2023.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.