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

River Wealth Advisors’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	-374	Closed	-$12K	–	440
2018 Q4	$12K	Sell	374 -2,797	-88%	-$92.2K	0.01%	405
2018 Q3	$106K	Buy	+3,171	New	+$106K	0.04%	203

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

River Wealth Advisors's SPIB Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 374 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in SPIB in Q3 2018 and held it in 2 quarters. The position peaked at $106K in Q3 2018. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

River Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 374 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $12K.
River Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
River Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $106K in Q3 2018.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.