Raab & Moskowitz Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Raab & Moskowitz Asset 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
2021 Q4	–	Sell	-5,577	Closed	-$204K	–	169
2021 Q3	$204K	Hold	5,577	–	–	0.07%	159
2021 Q2	$205K	Hold	5,577	–	–	0.08%	158
2021 Q1	$202K	Sell	5,577 -2,210	-28%	-$81.1K	0.08%	151
2020 Q4	$289K	Buy	7,787 +99	+1%	+$3.65K	0.12%	123
2020 Q3	$282K	Sell	7,688 -266	-3%	-$9.79K	0.13%	116
2020 Q2	$290K	Sell	7,954 -1,125	-12%	-$40K	0.14%	118
2020 Q1	$308K	Sell	9,079 -235	-3%	-$8.24K	0.17%	113
2019 Q4	$328K	Sell	9,314 -869	-9%	-$30.6K	0.13%	126
2019 Q3	$359K	Sell	10,183 -1,784	-15%	-$62.6K	0.16%	124
2019 Q2	$418K	Buy	11,967 +2,306	+24%	+$79.1K	0.19%	115
2019 Q1	$330K	Buy	+9,661	New	+$325K	0.15%	126
2018 Q4	–	Sell	-80	Closed	-$2K	–	441
2018 Q3	$2K	Buy	+80	New	+$2.67K	﹤0.01%	514

Other funds holding SPIB

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AIMU

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Raab & Moskowitz Asset Management's SPIB Position: Q4 2021 in Review

Raab & Moskowitz Asset Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2021, closing a stake of 5,577 shares — an estimated $204K sold.

Raab & Moskowitz Asset Management first reported a position in SPIB in Q3 2018 and held it in 12 quarters. The position peaked at $418K in Q2 2019. 389 funds tracked by Wall St. Rank hold SPIB as of Q4 2021.

Raab & Moskowitz Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 5,577 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2021, an estimated $204K.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 12 quarters.
Raab & Moskowitz Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $418K in Q2 2019.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2021.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.