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Shine Investment Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Shine Investment Advisory Services’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
2020
Q2 		– Sell
-31
Closed -$1K – 766
2020
Q1 		$1K Buy
+31
New +$1.09K ﹤0.01% 701

Other funds holding SPIB

Charles Schwab
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIA
MainStreet Investment Advisors Chicago, Illinois $665M AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Shine Investment Advisory Services's SPIB Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 31 shares — an estimated $1K sold.

Shine Investment Advisory Services first reported a position in SPIB in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 312 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 31 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • Shine Investment Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1K in Q1 2020.
  • 312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.