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

MGB 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
2025 Q4	$1.09M	Buy	32,185 +5,584	+21%	+$189K	0.31%	69
2025 Q3	$901K	Sell	26,601 -2,024	-7%	-$68.1K	0.25%	82
2025 Q2	$960K	Buy	28,625 +1,835	+7%	+$60.8K	0.32%	78
2025 Q1	$890K	Buy	26,790 +9,395	+54%	+$310K	0.32%	84
2024 Q4	$570K	Hold	17,395	–	–	0.18%	102
2024 Q3	$588K	Buy	17,395 +10,675	+159%	+$355K	0.21%	102
2024 Q2	$220K	Hold	6,720	–	–	0.08%	179
2024 Q1	$220K	Hold	6,720	–	–	0.09%	178
2023 Q4	$221K	Buy	+6,720	New	+$214K	0.11%	168

Other funds holding SPIB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return