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Retirement Financial Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-424
Closed -$13.5K – 212
2022
Q4 		$13.5K Buy
+424
New +$13.4K 0.01% 118

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TAIM
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CSIA
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Wealth Enhancement Advisory Services
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DADC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Retirement Financial Solutions's SPIB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 424 shares — an estimated $13.5K sold.

Retirement Financial Solutions first reported a position in SPIB in Q4 2022 and held it in 1 quarter. The position peaked at $13.5K in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 424 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $13.5K.
  • Retirement Financial Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.5K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.