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

Paulson Wealth Management’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 Q1	–	Sell	-60,025	Closed	-$2M	–	118
2018 Q4	$2M	Buy	60,025 +41,870	+231%	+$1.38M	1.65%	13
2018 Q3	$599K	Buy	+18,155	New	+$605K	0.54%	56

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 22.96% 1-Year Est. Return

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

MIS

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

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

AIMU

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

Paulson Wealth Management's SPIB Position: Q1 2019 in Review

Paulson Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 60,025 shares — an estimated $2M sold.

Paulson Wealth Management first reported a position in SPIB in Q3 2018 and held it in 2 quarters. The position peaked at $2M in Q4 2018. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

Paulson Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Paulson Wealth Management sold 60,025 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $2M.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
Paulson Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2M in Q4 2018.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on Paulson Wealth Management's 13F filing for Q1 2019, filed 24 Apr 2019.