Acima Private Wealth’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Acima Private Wealth’s Portfolio IBND Stock Details IBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-142,044	Closed	-$4.78M	–	234
2020 Q2	$4.78M	Sell	142,044 -15,076	-10%	-$490K	3.09%	4
2020 Q1	$4.88M	Sell	157,120 -51,953	-25%	-$1.71M	3.76%	3
2019 Q4	$7.14M	Buy	209,073 +3,946	+2%	+$133K	4.93%	2
2019 Q3	$6.83M	Sell	205,127 -2,830	-1%	-$95.8K	5.22%	1
2019 Q2	$7.11M	Buy	207,957 +13,195	+7%	+$441K	5.61%	1
2019 Q1	$6.46M	Buy	194,762 +16,701	+9%	+$553K	5.52%	1
2018 Q4	$5.87M	Buy	+178,061	New	+$5.84M	5.74%	3

Other funds holding IBND

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

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

Acima Private Wealth's IBND Position: Q3 2020 in Review

Acima Private Wealth sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2020, closing a stake of 142,044 shares — an estimated $4.78M sold.

Acima Private Wealth first reported a position in IBND in Q4 2018 and held it in 7 quarters. The position peaked at $7.14M in Q4 2019. 71 funds tracked by Wall St. Rank hold IBND as of Q3 2020.

Acima Private Wealth reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Acima Private Wealth sold 142,044 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2020, an estimated $4.78M.
Acima Private Wealth first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Acima Private Wealth's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $7.14M in Q4 2019.
71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.