Colonial River Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Colonial River Investments’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
2023 Q1	–	Sell	-7,816	Closed	-$249K	–	210
2022 Q4	$249K	Sell	7,816 -424	-5%	-$13.4K	0.16%	154
2022 Q3	$258K	Sell	8,240 -6,140	-43%	-$200K	0.18%	135
2022 Q2	$469K	Sell	14,380 -18,366	-56%	-$607K	0.31%	94
2022 Q1	$1.12M	Sell	32,746 -1,057	-3%	-$37K	0.65%	42
2021 Q4	$1.22M	Buy	+33,803	New	+$1.23M	0.66%	41

Other funds holding SPIB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMU

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

Colonial River Investments's SPIB Position: Q1 2023 in Review

Colonial River Investments sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 7,816 shares — an estimated $249K sold.

Colonial River Investments first reported a position in SPIB in Q4 2021 and held it in 5 quarters. The position peaked at $1.22M in Q4 2021. 399 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

Colonial River Investments reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Colonial River Investments sold 7,816 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $249K.
Colonial River Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Colonial River Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.22M in Q4 2021.
399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Colonial River Investments's 13F filing for Q1 2023, filed 5 May 2023.