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

Milestone Wealth’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
2022
Q3 		$9K Hold
275
– – 0.01% 176
2022
Q2 		$9K Sell
275
-500
-65% -$16.5K 0.01% 168
2022
Q1 		$28K Hold
775
– – 0.02% 167
2021
Q4 		$28K Buy
+775
New +$28.1K 0.02% 167

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's SPIB Position: Q3 2022 in Review

Milestone Wealth held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2022 at 275 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #176.

Milestone Wealth first reported a position in SPIB in Q4 2021 and has held it in 4 quarters since. The position peaked at $28K in Q1 2022. 388 funds tracked by Wall St. Rank hold SPIB as of Q3 2022.

  • Milestone Wealth held 275 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9K as of Q3 2022.
  • Milestone Wealth left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2022.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #176 holding.
  • Milestone Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $28K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.