TIAM2
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Tru Independence Asset Management 2’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Tru Independence Asset Management 2’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-33
Closed -$1K – 371
2020
Q4 		$1K Buy
+33
New +$874 ﹤0.01% 430

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tru Independence Asset Management 2's SPMB Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Tru Independence Asset Management 2 first reported a position in SPMB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 121 funds tracked by Wall St. Rank hold SPMB as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 33 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2021, an estimated $1K.
  • Tru Independence Asset Management 2 first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.