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

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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

AIMU

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIS

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

PAG

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

United Asset Strategies's SPIB Position: Q4 2019 in Review

United Asset Strategies sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2019, closing a stake of 20,421 shares — an estimated $720K sold.

United Asset Strategies first reported a position in SPIB in Q4 2017 and held it in 8 quarters. The position peaked at $883K in Q3 2018. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

United Asset Strategies reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
United Asset Strategies sold 20,421 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $720K.
United Asset Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
United Asset Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $883K in Q3 2018.
310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on United Asset Strategies's 13F filing for Q4 2019, filed 12 Feb 2020.