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

Mosaic 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
2019 Q2	–	Sell	-221	Closed	-$8K	–	541
2019 Q1	$8K	Hold	221	–	–	﹤0.01%	523
2018 Q4	$7K	Sell	221 -53	-19%	-$1.75K	﹤0.01%	529
2018 Q3	$9K	Sell	274 -597	-69%	-$19.9K	﹤0.01%	512
2018 Q2	$29K	Sell	871 -5	-0.6%	-$166	0.01%	394
2018 Q1	$29K	Buy	876 +19	+2%	+$641	0.01%	377
2017 Q4	$29K	Buy	+857	New	+$29.5K	0.01%	404

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Mosaic Family Wealth's SPIB Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2019, closing a stake of 221 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in SPIB in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q2 2018. 274 funds tracked by Wall St. Rank hold SPIB as of Q2 2019.

Mosaic Family Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 221 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2019, an estimated $8K.
Mosaic Family Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $29K in Q2 2018.
274 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.