INR Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

INR Advisory Services’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
2019 Q1	$143K	Buy	4,174 +629	+18%	+$21.1K	0.02%	17
2018 Q4	$117K	Buy	3,545 +2,162	+156%	+$71.2K	0.02%	17
2018 Q3	$46K	Sell	1,383 -77	-5%	-$2.56K	0.01%	24
2018 Q2	$49K	Buy	1,460 +681	+87%	+$22.7K	0.01%	26
2018 Q1	$26K	Buy	+779	New	+$26.3K	﹤0.01%	32

Other funds holding SPIB

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

INR Advisory Services's SPIB Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q1 2019, buying an estimated $21.1K and bringing the position to 4,174 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #17.

INR Advisory Services first reported a position in SPIB in Q1 2018 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

INR Advisory Services held 4,174 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $143K as of Q1 2019.
INR Advisory Services bought 629 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $21.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of INR Advisory Services's portfolio in Q1 2019, its #17 holding.
INR Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.