Mountain Capital Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Mountain Capital Investment Advisors’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
2020 Q3	–	Sell	-44,195	Closed	-$1.62M	–	113
2020 Q2	$1.62M	Buy	44,195 +1,884	+4%	+$67K	0.74%	22
2020 Q1	$1.5M	Buy	+42,311	New	+$1.48M	0.77%	16

Other funds holding SPIB

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

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAIM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Mountain Capital Investment Advisors's SPIB Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2020, closing a stake of 44,195 shares — an estimated $1.62M sold.

Mountain Capital Investment Advisors first reported a position in SPIB in Q1 2020 and held it in 2 quarters. The position peaked at $1.62M in Q2 2020. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

Mountain Capital Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 44,195 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $1.62M.
Mountain Capital Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
Mountain Capital Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.62M in Q2 2020.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.