Howard Bailey Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Howard Bailey Securities’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
2026 Q1	$240K	Sell	7,161 -1,179	-14%	-$39.8K	0.1%	112
2025 Q4	$282K	Sell	8,340 -1,644	-16%	-$55.7K	0.11%	109
2025 Q3	$338K	Sell	9,984 -10,238	-51%	-$344K	0.1%	99
2025 Q2	$679K	Sell	20,222 -1,346	-6%	-$44.6K	0.21%	63
2025 Q1	$717K	Sell	21,568 -4,994	-19%	-$165K	0.24%	66
2024 Q4	$870K	Sell	26,562 -900	-3%	-$29.8K	0.32%	53
2024 Q3	$926K	Buy	+27,462	New	+$913K	0.35%	49

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return