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%	-$7.94K	0.03%	341
2014 Q3	$212K	Buy	+6,173	New	+$212K	0.04%	319

Other funds holding SPIB

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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.