C-J Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

C-J Advisory’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 Q1	–	Sell	-56	Closed	-$2K	–	187
2018 Q4	$2K	Buy	56 +1	+2%	+$27	﹤0.01%	152
2018 Q3	$2K	Hold	55	–	–	﹤0.01%	165
2018 Q2	$2K	Buy	55 +1	+2%	+$28	﹤0.01%	165
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	156
2017 Q4	$2K	Sell	54 -2	-4%	-$58	﹤0.01%	148
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	134
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	130
2017 Q1	$1K	Buy	56 +2	+4%	+$57	﹤0.01%	127
2016 Q4	$2K	Hold	54	–	–	﹤0.01%	125
2016 Q3	$2K	Buy	+54	New	+$1.6K	﹤0.01%	125

Other funds holding SPAB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

C-J Advisory's SPAB Position: Q1 2019 in Review

C-J Advisory sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2019, closing a stake of 56 shares — an estimated $2K sold.

C-J Advisory first reported a position in SPAB in Q3 2016 and held it in 10 quarters. The position peaked at $2K in Q4 2018. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

C-J Advisory reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
C-J Advisory sold 56 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $2K.
C-J Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2016 and held it in 10 quarters.
C-J Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2K in Q4 2018.
223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on C-J Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.