Financial Architects (New Jersey)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Financial Architects (New Jersey)’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
2018 Q2	–	Sell	-365	Closed	-$12K	–	1490
2018 Q1	$12K	Sell	365 -1,087	-75%	-$36.7K	﹤0.01%	1029
2017 Q4	$49K	Buy	+1,452	New	+$49.9K	0.01%	694

Other funds holding SPIB

CSIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAIM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIMU

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Financial Architects (New Jersey)'s SPIB Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2018, closing a stake of 365 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in SPIB in Q4 2017 and held it in 2 quarters. The position peaked at $49K in Q4 2017. 210 funds tracked by Wall St. Rank hold SPIB as of Q2 2018.

Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 365 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2018, an estimated $12K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
Financial Architects (New Jersey)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $49K in Q4 2017.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.