KJWM
SPIB icon

Kiley Juergens Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-48
Closed -$1K – 549
2018
Q3 		$1K Hold
48
– – ﹤0.01% 614
2018
Q2 		$1K Buy
+48
New +$1.6K ﹤0.01% 553

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kiley Juergens Wealth Management's SPIB Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2018, closing a stake of 48 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in SPIB in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 262 funds tracked by Wall St. Rank hold SPIB as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 48 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.