Braun-Bostich & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Braun-Bostich & Associates’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
2026 Q1	$215K	Buy	6,415 +293	+5%	+$9.9K	0.13%	116
2025 Q4	$207K	Sell	6,122 -396	-6%	-$13.4K	0.13%	121
2025 Q3	$221K	Buy	6,518 +336	+5%	+$11.3K	0.14%	117
2025 Q2	$208K	Buy	+6,182	New	+$205K	0.14%	115
2020 Q1	–	Sell	-449	Closed	-$16K	–	332
2019 Q4	$16K	Buy	+449	New	+$15.8K	0.02%	205
2018 Q3	–	Sell	-842	Closed	-$28K	–	334
2018 Q2	$28K	Sell	842 -102,914	-99%	-$3.42M	0.03%	201
2018 Q1	$3.48M	Buy	103,756 +28,934	+39%	+$976K	3.01%	6
2017 Q4	$2.56M	Buy	+74,822	New	+$2.57M	2.17%	10

Other funds holding SPIB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning

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

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

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

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