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

Aries 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
2022
Q2 		– Sell
-24,140
Closed -$770K – 192
2022
Q1 		$770K Buy
+24,140
New +$797K 0.33% 45

Other funds holding IBND

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
ZCM
Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $435M AUM 24.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Aries Wealth Management's IBND Position: Q2 2022 in Review

Aries Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2022, closing a stake of 24,140 shares — an estimated $770K sold.

Aries Wealth Management first reported a position in IBND in Q1 2022 and held it in 1 quarter. The position peaked at $770K in Q1 2022. 52 funds tracked by Wall St. Rank hold IBND as of Q2 2022.

  • Aries Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 24,140 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2022, an estimated $770K.
  • Aries Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $770K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.