IH
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IFC Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

IFC Holdings’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
2015
Q2 		– Sell
-5,941
Closed -$206K – 403
2015
Q1 		$206K Hold
5,941
– – 0.03% 348
2014
Q4 		$204K Sell
5,941
-232
-4% -$7.95K 0.03% 341
2014
Q3 		$212K Buy
+6,173
New +$212K 0.04% 319

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

IFC Holdings's SPIB Position: Q2 2015 in Review

IFC Holdings sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2015, closing a stake of 5,941 shares — an estimated $206K sold.

IFC Holdings first reported a position in SPIB in Q3 2014 and held it in 3 quarters. The position peaked at $212K in Q3 2014. 68 funds tracked by Wall St. Rank hold SPIB as of Q2 2015.

  • IFC Holdings reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • IFC Holdings sold 5,941 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2015, an estimated $206K.
  • IFC Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2014 and held it in 3 quarters.
  • IFC Holdings's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $212K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2015.

Based on IFC Holdings's 13F filing for Q2 2015, filed 3 Aug 2015.