Advisor Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Advisor Group’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
2019 Q4	$25K	Buy	734 +1	+0.1%	+$34	﹤0.01%	3841
2019 Q3	$25K	Sell	733 -861	-54%	-$29.2K	﹤0.01%	3818
2019 Q2	$55K	Sell	1,594 -768	-33%	-$25.7K	﹤0.01%	3297
2019 Q1	$79K	Buy	2,362 +1,052	+80%	+$34.9K	﹤0.01%	3057
2018 Q4	$43K	Buy	1,310 +150	+13%	+$4.92K	﹤0.01%	3287
2018 Q3	$40K	Buy	1,160 +935	+416%	+$31.5K	﹤0.01%	3443
2018 Q2	$8K	Sell	225 -39,353	-99%	-$1.36M	﹤0.01%	4178
2018 Q1	$1.43M	Buy	39,578 +39,353	+17,490%	+$1.42M	0.02%	698
2017 Q4	$8K	Buy	225 +125	+125%	+$4.33K	﹤0.01%	4210
2017 Q3	$3K	Buy	+100	New	+$3.44K	﹤0.01%	4425
2016 Q4	–	Sell	-61	Closed	-$2K	–	4554
2016 Q3	$2K	Hold	61	–	–	﹤0.01%	4160
2016 Q2	$1K	Buy	+61	New	+$2K	﹤0.01%	4224

Other funds holding IBND

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Advisor Group's IBND Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 0.14% in Q4 2019, buying an estimated $34 and bringing the position to 734 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3841.

Advisor Group first reported a position in IBND in Q2 2016 and has held it in 12 quarters since. The position peaked at $1.43M in Q1 2018. 65 funds tracked by Wall St. Rank hold IBND as of Q4 2019.

Advisor Group held 734 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $25K as of Q4 2019.
Advisor Group bought 1 State Street SPDR Bloomberg International Corporate Bond ETF share in Q4 2019, an estimated $34.
State Street SPDR Bloomberg International Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3841 holding.
Advisor Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2016 and has held it in 12 quarters since.
Advisor Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.43M in Q1 2018.
65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.