Community Financial Services Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Community Financial Services Group’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
2015 Q4	–	Sell	-1,680	Closed	-$57K	–	199
2015 Q3	$57K	Hold	1,680	–	–	0.03%	114
2015 Q2	$57K	Hold	1,680	–	–	0.03%	122
2015 Q1	$58K	Hold	1,680	–	–	0.03%	121
2014 Q4	$57K	Hold	1,680	–	–	0.03%	123
2014 Q3	$57K	Hold	1,680	–	–	0.03%	116
2014 Q2	$58K	Hold	1,680	–	–	0.03%	109
2014 Q1	$57K	Buy	+1,680	New	+$57K	0.03%	108
2013 Q4	–	Sell	-1,680	Closed	-$57K	–	167
2013 Q3	$57K	Hold	1,680	–	–	0.03%	102
2013 Q2	$56K	Buy	+1,680	New	+$58K	0.03%	102

Other funds holding SPIB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return