Polaris Wealth Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Polaris Wealth Advisory Group’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
2021 Q3	–	Sell	-256,151	Closed	-$9.38M	–	199
2021 Q2	$9.38M	Sell	256,151 -2,681	-1%	-$97.9K	0.56%	53
2021 Q1	$9.41M	Sell	258,832 -18,247	-7%	-$670K	0.6%	52
2020 Q4	$10.2M	Buy	277,079 +22,749	+9%	+$840K	0.77%	45
2020 Q3	$9.34M	Sell	254,330 -80,747	-24%	-$2.97M	0.88%	38
2020 Q2	$12.2M	Sell	335,077 -645,224	-66%	-$23M	0.97%	40
2020 Q1	$33.3M	Buy	980,301 +801,122	+447%	+$28.1M	3.62%	6
2019 Q4	$6.35M	Buy	179,179 +1,306	+0.7%	+$46K	0.42%	56
2019 Q3	$6.28M	Buy	177,873 +147,000	+476%	+$5.16M	0.51%	50
2019 Q2	$1.08M	Buy	30,873 +2,666	+9%	+$91.4K	0.08%	95
2019 Q1	$959K	Sell	28,207 -2,949	-9%	-$99.1K	0.07%	107
2018 Q4	$1.03M	Sell	31,156 -2,587	-8%	-$85.2K	0.1%	84
2018 Q3	$1.12M	Sell	33,743 -6,958	-17%	-$232K	0.08%	96
2018 Q2	$1.36M	Hold	40,701	–	–	0.12%	76
2018 Q1	$1.36M	Buy	+40,701	New	+$1.37M	0.11%	81

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AIMU

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

Polaris Wealth Advisory Group's SPIB Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021, closing a stake of 256,151 shares — an estimated $9.38M sold.

Polaris Wealth Advisory Group first reported a position in SPIB in Q1 2018 and held it in 14 quarters. The position peaked at $33.3M in Q1 2020. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 256,151 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2021, an estimated $9.38M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and held it in 14 quarters.
Polaris Wealth Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $33.3M in Q1 2020.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.