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

Morton Brown Family 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
2023 Q2	–	Sell	-472	Closed	-$15.3K	–	276
2023 Q1	$15.3K	Buy	+472	New	+$15.2K	0.01%	110

Other funds holding SPIB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Morton Brown Family Wealth's SPIB Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 472 shares — an estimated $15.3K sold.

Morton Brown Family Wealth first reported a position in SPIB in Q1 2023 and held it in 1 quarter. The position peaked at $15.3K in Q1 2023. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Morton Brown Family Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 472 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $15.3K.
Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15.3K in Q1 2023.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.