DBT
SPIB icon

Dubuque Bank & Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Dubuque Bank & Trust’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
Q3 		$1.95M Buy
62,111
+41,555
+202% +$1.32M 0.26% 70
2023
Q2 		$660K Sell
20,556
-1,910
-9% -$61.7K 0.09% 111
2023
Q1 		$730K Buy
+22,466
New +$725K 0.09% 101

Other funds holding SPIB

Charles Schwab
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Dubuque Bank & Trust's SPIB Position: Q3 2023 in Review

Dubuque Bank & Trust increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 202% in Q3 2023, buying an estimated $1.32M and bringing the position to 62,111 shares worth $1.95M. The position accounts for 0.26% of the portfolio, ranked #70.

Dubuque Bank & Trust first reported a position in SPIB in Q1 2023 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold SPIB as of Q3 2023.

  • Dubuque Bank & Trust held 62,111 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.95M as of Q3 2023.
  • Dubuque Bank & Trust bought 41,555 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2023, an estimated $1.32M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.26% of Dubuque Bank & Trust's portfolio in Q3 2023, its #70 holding.
  • Dubuque Bank & Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.