United Asset Strategies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

United Asset Strategies’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
2019 Q4	–	Sell	-20,421	Closed	-$720K	–	213
2019 Q3	$720K	Buy	20,421 +2,024	+11%	+$71K	0.16%	116
2019 Q2	$643K	Buy	18,397 +98	+0.5%	+$3.36K	0.15%	119
2019 Q1	$625K	Buy	18,299 +188	+1%	+$6.32K	0.15%	125
2018 Q4	$598K	Sell	18,111 -8,392	-32%	-$277K	0.16%	114
2018 Q3	$883K	Buy	26,503 +8,839	+50%	+$294K	0.21%	102
2018 Q2	$588K	Buy	17,664 +11,252	+175%	+$374K	0.16%	125
2018 Q1	$215K	Sell	6,412 -18,001	-74%	-$607K	0.06%	183
2017 Q4	$835K	Buy	+24,413	New	+$839K	0.22%	97

Other funds holding SPIB

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Envestnet Asset Management

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return