WealthShield’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WealthShield’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
2017 Q4	$7K	Buy	+201	New	+$6.91K	﹤0.01%	199

Other funds holding SPIB

CSIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

MIS

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield's SPIB Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2017: 201 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings.

172 funds tracked by Wall St. Rank hold SPIB as of Q4 2017.

WealthShield held 201 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7K as of Q4 2017.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new WealthShield position in Q4 2017.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #199 holding.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.