AE Wealth Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

AE Wealth Management’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
2026 Q2	$3.14M	Buy	100,772 +21,318	+27%	+$671K	0.01%	539
2026 Q1	$2.47M	Buy	79,454 +10,069	+15%	+$322K	0.01%	585
2025 Q4	$2.23M	Sell	69,385 -2,318	-3%	-$74.1K	0.01%	576
2025 Q3	$2.32M	Buy	71,703 +10,270	+17%	+$330K	0.01%	528
2025 Q2	$2M	Buy	61,433 +17,800	+41%	+$554K	0.01%	539
2025 Q1	$1.29M	Buy	43,633 +1,196	+3%	+$34.5K	0.01%	655
2024 Q4	$1.2M	Buy	42,437 +1,166	+3%	+$34.2K	0.01%	663
2024 Q3	$1.26M	Buy	41,271 +480	+1%	+$14.4K	0.01%	651
2024 Q2	$1.17M	Buy	40,791 +2,080	+5%	+$60K	0.01%	661
2024 Q1	$1.13M	Buy	38,711 +27	+0.1%	+$786	0.01%	630
2023 Q4	$1.13M	Sell	38,684 -131,036	-77%	-$3.7M	0.01%	1112
2023 Q3	$4.6M	Buy	169,720 +135,536	+396%	+$3.84M	0.03%	567
2023 Q2	$970K	Sell	34,184 -1,372	-4%	-$39K	0.01%	1100
2023 Q1	$1.01M	Buy	35,556 +1,838	+5%	+$51.6K	0.01%	1036
2022 Q4	$935K	Sell	33,718 -7,233	-18%	-$192K	0.01%	1016
2022 Q3	$1.03M	Buy	40,951 +1,045	+3%	+$28.4K	0.01%	929
2022 Q2	$1.12M	Sell	39,906 -7,421	-16%	-$218K	0.01%	852
2022 Q1	$1.51M	Buy	47,327 +1,821	+4%	+$60.1K	0.01%	785
2021 Q4	$1.57M	Buy	45,506 +162	+0.4%	+$5.65K	0.01%	774
2021 Q3	$1.6M	Buy	45,344 +355	+0.8%	+$12.9K	0.01%	719
2021 Q2	$1.63M	Buy	44,989 +7,831	+21%	+$288K	0.01%	689
2021 Q1	$1.33M	Buy	37,158 +11,429	+44%	+$423K	0.01%	688
2020 Q4	$975K	Buy	25,729 +4,461	+21%	+$164K	0.01%	715
2020 Q3	$757K	Buy	21,268 +972	+5%	+$34.5K	0.01%	716
2020 Q2	$682K	Buy	20,296 +3,686	+22%	+$120K	0.01%	740
2020 Q1	$516K	Sell	16,610 -109,983	-87%	-$3.62M	0.01%	673
2019 Q4	$4.32M	Buy	+126,593	New	+$4.26M	0.09%	199

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

AE Wealth Management's IBND Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 27% in Q2 2026, buying an estimated $671K and bringing the position to 100,772 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #539.

AE Wealth Management first reported a position in IBND in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.6M in Q3 2023. 116 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

AE Wealth Management held 100,772 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $3.14M as of Q2 2026.
AE Wealth Management bought 21,318 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2026, an estimated $671K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #539 holding.
AE Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
AE Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $4.6M in Q3 2023.
116 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.