Godsey & Gibb Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Godsey & Gibb Inc’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
2023 Q2	–	Sell	-916	Closed	-$29.8K	–	382
2023 Q1	$29.8K	Sell	916 -54	-6%	-$1.74K	﹤0.01%	188
2022 Q4	$30.9K	Buy	+970	New	+$30.7K	0.01%	139
2022 Q2	–	Sell	-8,485	Closed	-$290K	–	165
2022 Q1	$290K	Buy	+8,485	New	+$297K	0.11%	27
2021 Q4	–	Sell	-1,479	Closed	-$54K	–	139
2021 Q3	$54K	Buy	+1,479	New	+$54.4K	0.02%	42

Other funds holding SPIB

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CSIA

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

TAIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Godsey & Gibb Inc's SPIB Position: Q2 2023 in Review

Godsey & Gibb Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 916 shares — an estimated $29.8K sold.

Godsey & Gibb Inc first reported a position in SPIB in Q3 2021 and held it in 4 quarters. The position peaked at $290K in Q1 2022. 409 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Godsey & Gibb Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Godsey & Gibb Inc sold 916 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $29.8K.
Godsey & Gibb Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2021 and held it in 4 quarters.
Godsey & Gibb Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $290K in Q1 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Godsey & Gibb Inc's 13F filing for Q2 2023, filed 25 Jul 2023.