Sonora Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sonora Investment 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 Q3	$21K	Buy	+572	New	+$21K	﹤0.01%	623
2021 Q1	–	Sell	-8	Closed	–	–	1793
2020 Q4	$0	Sell	8 -1,884	-100%	-$69.5K	﹤0.01%	1775
2020 Q3	$70K	Buy	1,892 +1,235	+188%	+$45.5K	0.01%	475
2020 Q2	$24K	Sell	657 -1,100	-63%	-$39.1K	﹤0.01%	720
2020 Q1	$60K	Buy	1,757 +524	+42%	+$18.4K	0.01%	410
2019 Q4	$44K	Buy	1,233 +981	+389%	+$34.6K	﹤0.01%	596
2019 Q3	$9K	Buy	252 +245	+3,500%	+$8.6K	﹤0.01%	1271
2019 Q2	$0	Sell	7 -77	-92%	-$2.64K	﹤0.01%	1737
2019 Q1	$3K	Buy	+84	New	+$2.82K	﹤0.01%	1349
2016 Q3	–	Sell	-161	Closed	-$5.62K	–	881
2016 Q2	$5.62K	Buy	+161	New	+$5.54K	﹤0.01%	673

Other funds holding SPIB

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

CSIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIMU

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

Sonora Investment Management's SPIB Position: Q3 2021 in Review

Sonora Investment Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2021: 572 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in SPIB as recently as Q4 2020.

Sonora Investment Management first reported a position in SPIB in Q2 2016 and has held it in 10 quarters since. The position peaked at $70K in Q3 2020. 345 funds tracked by Wall St. Rank hold SPIB as of Q3 2021.

Sonora Investment Management held 572 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $21K as of Q3 2021.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Sonora Investment Management position in Q3 2021.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #623 holding.
Sonora Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and has held it in 10 quarters since.
Sonora Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $70K in Q3 2020.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.