Indiana Trust & Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Indiana Trust & Investment 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
2024 Q2	–	Sell	-92	Closed	-$3.01K	–	482
2024 Q1	$3.01K	Hold	92	–	–	﹤0.01%	443
2023 Q4	$3.02K	Hold	92	–	–	﹤0.01%	415
2023 Q3	$2.89K	Buy	+92	New	+$2.93K	﹤0.01%	408

Other funds holding SPIB

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Indiana Trust & Investment Management's SPIB Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 92 shares — an estimated $3.01K sold.

Indiana Trust & Investment Management first reported a position in SPIB in Q3 2023 and held it in 3 quarters. The position peaked at $3.02K in Q4 2023. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

Indiana Trust & Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Indiana Trust & Investment Management sold 92 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $3.01K.
Indiana Trust & Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
Indiana Trust & Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.02K in Q4 2023.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.