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

Filbrandt 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
2021 Q3	–	Sell	-16	Closed	-$1K	–	254
2021 Q2	$1K	Buy	+16	New	+$584	﹤0.01%	172
2020 Q2	–	Sell	-43	Closed	-$1K	–	451
2020 Q1	$1K	Buy	+43	New	+$1.51K	﹤0.01%	224

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

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

TAIM

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AIMU

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

Filbrandt Wealth Management's SPIB Position: Q3 2021 in Review

Filbrandt Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 16 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in SPIB in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Filbrandt Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Filbrandt Wealth Management sold 16 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $1K.
Filbrandt Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
Filbrandt Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1K in Q2 2021.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.