Brookstone Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Brookstone Capital Management’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
2021 Q4	–	Sell	-5,705	Closed	-$208K	–	798
2021 Q3	$208K	Sell	5,705 -285	-5%	-$10.5K	﹤0.01%	694
2021 Q2	$220K	Buy	+5,990	New	+$219K	﹤0.01%	661
2016 Q3	–	Sell	-23,325	Closed	-$814K	–	244
2016 Q2	$814K	Buy	+23,325	New	+$803K	0.11%	136

Other funds holding SPIB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Brookstone Capital Management's SPIB Position: Q4 2021 in Review

Brookstone Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 5,705 shares — an estimated $208K sold.

Brookstone Capital Management first reported a position in SPIB in Q2 2016 and held it in 3 quarters. The position peaked at $814K in Q2 2016. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Brookstone Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Brookstone Capital Management sold 5,705 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $208K.
Brookstone Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
Brookstone Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $814K in Q2 2016.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Brookstone Capital Management's 13F filing for Q4 2021, filed 11 Jan 2022.