Wealth Alliance Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wealth Alliance Advisory 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
2019 Q1	–	Sell	-9,936	Closed	-$328K	–	132
2018 Q4	$328K	Sell	9,936 -316,594	-97%	-$10.4M	0.25%	72
2018 Q3	$10.9M	Buy	326,530 +10,909	+3%	+$363K	5.56%	3
2018 Q2	$10.5M	Buy	315,621 +6,816	+2%	+$227K	5.76%	3
2018 Q1	$10.4M	Buy	308,805 +124,255	+67%	+$4.19M	6.03%	3
2017 Q4	$6.32M	Buy	+184,550	New	+$6.34M	5.67%	2

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 $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAIM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

MIS

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

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

AIMU

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

Wealth Alliance Advisory Group's SPIB Position: Q1 2019 in Review

Wealth Alliance Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 9,936 shares — an estimated $328K sold.

Wealth Alliance Advisory Group first reported a position in SPIB in Q4 2017 and held it in 5 quarters. The position peaked at $10.9M in Q3 2018. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

Wealth Alliance Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Wealth Alliance Advisory Group sold 9,936 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $328K.
Wealth Alliance Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Wealth Alliance Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.9M in Q3 2018.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2019, filed 14 May 2019.