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

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

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

First Heartland Consultants's SPIB Position: Q4 2021 in Review

First Heartland Consultants sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 72,491 shares — an estimated $2.65M sold.

First Heartland Consultants first reported a position in SPIB in Q2 2020 and held it in 6 quarters. The position peaked at $9.27M in Q4 2020. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

First Heartland Consultants reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
First Heartland Consultants sold 72,491 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $2.65M.
First Heartland Consultants first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
First Heartland Consultants's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9.27M in Q4 2020.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.