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SPIB icon

Carmichael Hill & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Carmichael Hill & 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
2022
Q3 		– Sell
-349
Closed -$11K – 864
2022
Q2 		$11K Sell
349
-219
-39% -$7.24K 0.01% 549
2022
Q1 		$19K Buy
568
+19
+3% +$665 0.01% 509
2021
Q4 		$20K Hold
549
– – 0.01% 518
2021
Q3 		$20K Hold
549
– – 0.01% 517
2021
Q2 		$20K Hold
549
– – 0.01% 519
2021
Q1 		$20K Hold
549
– – 0.01% 498
2020
Q4 		$20K Buy
549
+125
+29% +$4.61K 0.01% 474
2020
Q3 		$16K Hold
424
– – 0.01% 462
2020
Q2 		$15K Hold
424
– – 0.01% 450
2020
Q1 		$14K Hold
424
– – 0.01% 416
2019
Q4 		$15K Buy
+424
New +$14.9K 0.01% 432

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return