WAOI
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Wealth Advisors of Iowa’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wealth Advisors of Iowa’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
2023
Q1 		– Sell
-20,535
Closed -$654K – 67
2022
Q4 		$654K Buy
+20,535
New +$649K 0.53% 21

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Wealth Advisors of Iowa's SPIB Position: Q1 2023 in Review

Wealth Advisors of Iowa sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2023, closing a stake of 20,535 shares — an estimated $654K sold.

Wealth Advisors of Iowa first reported a position in SPIB in Q4 2022 and held it in 1 quarter. The position peaked at $654K in Q4 2022. 400 funds tracked by Wall St. Rank hold SPIB as of Q1 2023.

  • Wealth Advisors of Iowa reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 20,535 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2023, an estimated $654K.
  • Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Wealth Advisors of Iowa's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $654K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2023, filed 9 May 2023.