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 Q2	$213K	Sell	6,359 -56	-0.9%	-$1.87K	0.12%	128
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 $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Braun-Bostich & Associates's SPIB Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.87% in Q2 2026, selling an estimated $1.87K and leaving 6,359 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #128.

Braun-Bostich & Associates first reported a position in SPIB in Q4 2017 and has held it in 9 quarters since. The position peaked at $3.48M in Q1 2018. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Braun-Bostich & Associates held 6,359 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $213K as of Q2 2026.
Braun-Bostich & Associates sold 56 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.87K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.12% of Braun-Bostich & Associates's portfolio in Q2 2026, its #128 holding.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 9 quarters since.
Braun-Bostich & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.48M in Q1 2018.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.