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

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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