Braun-Bostich & Associates
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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
Q3 		$438K Buy
13,558
+7,199
+113% +$238K 0.25% 71
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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Braun-Bostich & Associates's SPIB Position: Q3 2026 in Review

Braun-Bostich & Associates increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 113% in Q3 2026, buying an estimated $238K and bringing the position to 13,558 shares worth $438K. The position accounts for 0.25% of the portfolio, ranked #71.

Braun-Bostich & Associates first reported a position in SPIB in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.48M in Q1 2018. 242 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Braun-Bostich & Associates held 13,558 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $438K as of Q3 2026.
  • Braun-Bostich & Associates bought 7,199 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $238K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.25% of Braun-Bostich & Associates's portfolio in Q3 2026, its #71 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 10 quarters since.
  • Braun-Bostich & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.48M in Q1 2018.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Braun-Bostich & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.