BBA
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Braun-Bostich & Associates’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Braun-Bostich & Associates’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-942
Closed -$27K – 269
2019
Q2 		$27K Hold
942
– – 0.03% 217
2019
Q1 		$27K Hold
942
– – 0.03% 226
2018
Q4 		$26K Hold
942
– – 0.03% 208
2018
Q3 		$26K Sell
942
-1,368
-59% -$38.1K 0.03% 216
2018
Q2 		$64K Sell
2,310
-129,384
-98% -$3.6M 0.06% 166
2018
Q1 		$3.71M Buy
131,694
+33,887
+35% +$956K 3.21% 4
2017
Q4 		$2.81M Buy
+97,807
New +$2.82M 2.38% 7

Other funds holding SPAB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Braun-Bostich & Associates's SPAB Position: Q3 2019 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2019, closing a stake of 942 shares — an estimated $27K sold.

Braun-Bostich & Associates first reported a position in SPAB in Q4 2017 and held it in 7 quarters. The position peaked at $3.71M in Q1 2018. 248 funds tracked by Wall St. Rank hold SPAB as of Q3 2019.

  • Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Braun-Bostich & Associates sold 942 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2019, an estimated $27K.
  • Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 7 quarters.
  • Braun-Bostich & Associates's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.71M in Q1 2018.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2019.

Based on Braun-Bostich & Associates's 13F filing for Q3 2019, filed 14 Nov 2019.