Appleton Partners’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Appleton Partners’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
2018 Q3	–	Sell	-9,865	Closed	-$334K	–	261
2018 Q2	$334K	Sell	9,865 -10,030	-50%	-$347K	0.05%	211
2018 Q1	$716K	Sell	19,895 -22,270	-53%	-$801K	0.11%	158
2017 Q4	$1.49M	Sell	42,165 -10,410	-20%	-$361K	0.23%	104
2017 Q3	$1.82M	Buy	52,575 +343	+0.7%	+$11.8K	0.31%	88
2017 Q2	$1.74M	Buy	52,232 +1,475	+3%	+$47.7K	0.29%	88
2017 Q1	$1.59M	Buy	+50,757	New	+$1.58M	0.29%	92

Other funds holding IBND

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

RJFSA

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

CCA

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

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

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

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

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

CCWA

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Appleton Partners's IBND Position: Q3 2018 in Review

Appleton Partners sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2018, closing a stake of 9,865 shares — an estimated $334K sold.

Appleton Partners first reported a position in IBND in Q1 2017 and held it in 6 quarters. The position peaked at $1.82M in Q3 2017. 73 funds tracked by Wall St. Rank hold IBND as of Q3 2018.

Appleton Partners reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Appleton Partners sold 9,865 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2018, an estimated $334K.
Appleton Partners first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
Appleton Partners's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.82M in Q3 2017.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2018.

Based on Appleton Partners's 13F filing for Q3 2018, filed 9 Oct 2018.