Northwest Investment Counselors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Northwest Investment Counselors’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	-280	Closed	-$9.1K	–	584
2023 Q1	$9.1K	Hold	280	–	–	﹤0.01%	407
2022 Q4	$8.91K	Sell	280 -36	-11%	-$1.14K	﹤0.01%	412
2022 Q3	$10K	Buy	316 +36	+13%	+$1.17K	﹤0.01%	368
2022 Q2	$9K	Hold	280	–	–	﹤0.01%	376
2022 Q1	$10K	Hold	280	–	–	﹤0.01%	392
2021 Q4	$10K	Buy	+280	New	+$10.1K	﹤0.01%	362
2021 Q2	–	Sell	-280	Closed	-$10K	–	397
2021 Q1	$10K	Buy	+280	New	+$10.3K	﹤0.01%	367

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

Northwest Investment Counselors's SPIB Position: Q2 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2023, closing a stake of 280 shares — an estimated $9.1K sold.

Northwest Investment Counselors first reported a position in SPIB in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q3 2022. 410 funds tracked by Wall St. Rank hold SPIB as of Q2 2023.

Northwest Investment Counselors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Northwest Investment Counselors sold 280 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2023, an estimated $9.1K.
Northwest Investment Counselors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Northwest Investment Counselors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10K in Q3 2022.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2023.

Based on Northwest Investment Counselors's 13F filing for Q2 2023, filed 11 Jul 2023.