Conservest Capital Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Conservest Capital Advisors’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
2020 Q1	–	Sell	-130,971	Closed	-$4.63M	–	77
2019 Q4	$4.63M	Sell	130,971 -422	-0.3%	-$14.9K	0.6%	26
2019 Q3	$4.64M	Buy	131,393 +1,392	+1%	+$48.8K	0.67%	26
2019 Q2	$4.54M	Sell	130,001 -3,434	-3%	-$118K	0.67%	24
2019 Q1	$4.56M	Buy	133,435 +1,202	+0.9%	+$40.4K	0.68%	24
2018 Q4	$4.37M	Sell	132,233 -144,723	-52%	-$4.77M	0.72%	26
2018 Q3	$9.22M	Sell	276,956 -18,710	-6%	-$623K	1.35%	22
2018 Q2	$9.84M	Buy	+295,666	New	+$9.84M	1.53%	22
2017 Q4	–	Sell	-302,753	Closed	-$10.4M	–	102
2017 Q3	$10.4M	Buy	+302,753	New	+$10.5M	1.66%	19

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Conservest Capital Advisors's SPIB Position: Q1 2020 in Review

Conservest Capital Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2020, closing a stake of 130,971 shares — an estimated $4.63M sold.

Conservest Capital Advisors first reported a position in SPIB in Q3 2017 and held it in 8 quarters. The position peaked at $10.4M in Q3 2017. 304 funds tracked by Wall St. Rank hold SPIB as of Q1 2020.

Conservest Capital Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Conservest Capital Advisors sold 130,971 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2020, an estimated $4.63M.
Conservest Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2017 and held it in 8 quarters.
Conservest Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.4M in Q3 2017.
304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2020.

Based on Conservest Capital Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.