KLI
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Kelman-Lazarov Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-1,500
Closed -$50.9K – 228
2016
Q4 		$50.9K Hold
1,500
– – 0.03% 160
2016
Q3 		$52K Buy
+1,500
New +$52.3K 0.03% 172

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Kelman-Lazarov Inc's SPIB Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2017, closing a stake of 1,500 shares — an estimated $50.9K sold.

Kelman-Lazarov Inc first reported a position in SPIB in Q3 2016 and held it in 2 quarters. The position peaked at $52K in Q3 2016. 128 funds tracked by Wall St. Rank hold SPIB as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,500 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2017, an estimated $50.9K.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Kelman-Lazarov Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $52K in Q3 2016.
  • 128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.