Horst & Graben Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Horst & Graben Wealth Management’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	-9,557	Closed	-$349K	–	139
2021 Q3	$349K	Sell	9,557 -3,027	-24%	-$111K	0.1%	100
2021 Q2	$462K	Sell	12,584 -15,780	-56%	-$576K	0.13%	82
2021 Q1	$1.03M	Sell	28,364 -178,085	-86%	-$6.54M	0.32%	44
2020 Q4	$7.68M	Buy	206,449 +16,267	+9%	+$600K	2.65%	11
2020 Q3	$6.99M	Buy	190,182 +45,832	+32%	+$1.69M	2.71%	11
2020 Q2	$5.27M	Buy	144,350 +52,305	+57%	+$1.86M	2.31%	10
2020 Q1	$3.13M	Buy	+92,045	New	+$3.23M	1.65%	12

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