First Heartland Consultants’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-72,491	Closed	-$2.65M	–	416
2021 Q3	$2.65M	Buy	72,491 +6,111	+9%	+$225K	0.4%	66
2021 Q2	$2.44M	Sell	66,380 -6,477	-9%	-$236K	0.37%	76
2021 Q1	$2.64M	Sell	72,857 -176,458	-71%	-$6.48M	0.42%	61
2020 Q4	$9.27M	Buy	249,315 +41,790	+20%	+$1.54M	1.54%	14
2020 Q3	$7.63M	Buy	207,525 +12,867	+7%	+$474K	1.45%	16
2020 Q2	$7.11M	Buy	+194,658	New	+$6.92M	1.4%	17

Other funds holding SPIB

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

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

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

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

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return