Harvest Investment Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Harvest Investment Services’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	-10,854	Closed	-$396K	–	307
2021 Q3	$396K	Buy	10,854 +41	+0.4%	+$1.51K	0.16%	177
2021 Q2	$396K	Buy	10,813 +42	+0.4%	+$1.53K	0.17%	168
2021 Q1	$390K	Buy	10,771 +31	+0.3%	+$1.14K	0.18%	150
2020 Q4	$399K	Buy	10,740 +66	+0.6%	+$2.44K	0.21%	126
2020 Q3	$392K	Buy	10,674 +56	+0.5%	+$2.06K	0.22%	107
2020 Q2	$387K	Buy	10,618 +68	+0.6%	+$2.42K	0.23%	110
2020 Q1	$358K	Buy	10,550 +47	+0.4%	+$1.65K	0.48%	56
2019 Q4	$370K	Buy	10,503 +100	+1%	+$3.52K	0.2%	81
2019 Q3	$366K	Buy	10,403 +2,718	+35%	+$95.4K	0.18%	94
2019 Q2	$267K	Hold	7,685	–	–	0.15%	130
2019 Q1	$261K	Buy	+7,685	New	+$258K	0.15%	130

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