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Garde Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Garde Capital’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
-6,284
Closed -$211K – 173
2018
Q1 		$211K Sell
6,284
-5,669
-47% -$191K 0.04% 160
2017
Q4 		$409K Hold
11,953
– – 0.08% 116
2017
Q3 		$412K Buy
11,953
+2,385
+25% +$82.3K 0.08% 116
2017
Q2 		$329K Buy
9,568
+577
+6% +$19.8K 0.08% 92
2017
Q1 		$307K Sell
8,991
-1,057
-11% -$36K 0.08% 83
2016
Q4 		$341K Sell
10,048
-4,299
-30% -$147K 0.1% 77
2016
Q3 		$487K Buy
14,347
+4,456
+45% +$155K 0.16% 101
2016
Q2 		$345K Sell
9,891
-3,190
-24% -$110K 0.11% 73
2016
Q1 		$448K Sell
13,081
-1,359
-9% -$45.8K 0.15% 64
2015
Q4 		$483K Buy
14,440
+93
+0.6% +$3.15K 0.17% 66
2015
Q3 		$487K Sell
14,347
-2,008
-12% -$68K 0.16% 101
2015
Q2 		$556K Hold
16,355
– – 0.17% 94
2015
Q1 		$565K Buy
16,355
+6,781
+71% +$234K 0.17% 93
2014
Q4 		$327K Sell
9,574
-142
-1% -$4.86K 0.1% 110
2014
Q3 		$332K Hold
9,716
– – 0.13% 77
2014
Q2 		$335K Buy
+9,716
New +$332K 0.13% 71

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Garde Capital's SPIB Position: Q2 2018 in Review

Garde Capital sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2018, closing a stake of 6,284 shares — an estimated $211K sold.

Garde Capital first reported a position in SPIB in Q2 2014 and held it in 16 quarters. The position peaked at $565K in Q1 2015. 210 funds tracked by Wall St. Rank hold SPIB as of Q2 2018.

  • Garde Capital reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Garde Capital sold 6,284 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2018, an estimated $211K.
  • Garde Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2014 and held it in 16 quarters.
  • Garde Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $565K in Q1 2015.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2018.

Based on Garde Capital's 13F filing for Q2 2018, filed 20 Aug 2018.