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Cedar Brook Financial Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cedar Brook Financial Partners’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
Q3 		– Sell
-8,262
Closed -$303K – 374
2021
Q2 		$303K Buy
+8,262
New +$302K 0.09% 269

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Cedar Brook Financial Partners's SPIB Position: Q3 2021 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 8,262 shares — an estimated $303K sold.

Cedar Brook Financial Partners first reported a position in SPIB in Q2 2021 and held it in 1 quarter. The position peaked at $303K in Q2 2021. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

  • Cedar Brook Financial Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,262 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $303K.
  • Cedar Brook Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Cedar Brook Financial Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $303K in Q2 2021.
  • 345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2021, filed 1 Nov 2021.