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Sargent Bickham Lagudis’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sargent Bickham Lagudis’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
2022
Q2 		– Sell
-184
Closed -$6K – 1125
2022
Q1 		$6K Sell
184
-1,150
-86% -$40.3K ﹤0.01% 776
2021
Q4 		$48K Buy
1,334
+131
+11% +$4.75K ﹤0.01% 463
2021
Q3 		$44K Buy
1,203
+1,019
+554% +$37.5K ﹤0.01% 470
2021
Q2 		$7K Buy
+184
New +$6.72K ﹤0.01% 768
2020
Q1 		– Sell
-12
Closed – – 906
2019
Q4 		$0 Buy
+12
New +$423 ﹤0.01% 879
2019
Q3 		– Sell
-22
Closed -$1K – 777
2019
Q2 		$1K Buy
+22
New +$755 ﹤0.01% 739

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return