Stonebridge Financial Planning Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stonebridge Financial Planning Group’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 Q2	–	Sell	-150	Closed	-$5K	–	444
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	388
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	356
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	345
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	360
2020 Q1	$5K	Hold	150	–	–	0.01%	363
2019 Q4	$5K	Buy	+150	New	+$5.29K	﹤0.01%	326

Other funds holding SPIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

TAIM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stonebridge Financial Planning Group's SPIB Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2021, closing a stake of 150 shares — an estimated $5K sold.

Stonebridge Financial Planning Group first reported a position in SPIB in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2020. 349 funds tracked by Wall St. Rank hold SPIB as of Q2 2021.

Stonebridge Financial Planning Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 150 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2021, an estimated $5K.
Stonebridge Financial Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Stonebridge Financial Planning Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6K in Q4 2020.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.