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Doyle Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Doyle Wealth Management’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
2019
Q1 		– Sell
-85
Closed -$3K – 666
2018
Q4 		$3K Buy
+85
New +$2.8K ﹤0.01% 775

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UBS Group
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TAIM
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RJA
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Doyle Wealth Management's SPIB Position: Q1 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 85 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in SPIB in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

  • Doyle Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 85 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3K in Q4 2018.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.