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

Liberty 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
2024 Q3	–	Sell	-35,035	Closed	-$35K	–	258
2024 Q2	$35K	Buy	+35,035	New	+$1.13M	0.01%	219
2021 Q4	–	Sell	-871	Closed	-$32K	–	967
2021 Q3	$32K	Buy	871 +40	+5%	+$1.47K	0.01%	528
2021 Q2	$31K	Sell	831 -804	-49%	-$29.3K	0.01%	414
2021 Q1	$60K	Hold	1,635	–	–	0.03%	249
2020 Q4	$60K	Buy	1,635 +9	+0.6%	+$332	0.03%	247
2020 Q3	$60K	Buy	1,626 +1,573	+2,968%	+$57.9K	0.04%	207
2020 Q2	$2K	Buy	+53	New	+$1.89K	﹤0.01%	752

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CCWA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Liberty Wealth Management's SPIB Position: Q3 2024 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2024, closing a stake of 35,035 shares — an estimated $35K sold.

Liberty Wealth Management first reported a position in SPIB in Q2 2020 and held it in 7 quarters. The position peaked at $60K in Q1 2021. 496 funds tracked by Wall St. Rank hold SPIB as of Q3 2024.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Liberty Wealth Management sold 35,035 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2024, an estimated $35K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Liberty Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $60K in Q1 2021.
496 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.