Arkadios Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-4,515	Closed	-$159K	–	1123
2021 Q3	$159K	Hold	4,515	–	–	0.02%	564
2021 Q2	$163K	Buy	4,515 +3,343	+285%	+$123K	0.02%	590
2021 Q1	$41K	Hold	1,172	–	–	0.01%	744
2020 Q4	$44K	Buy	+1,172	New	+$43K	0.01%	577

Other funds holding IBND

CCA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCWA

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Arkadios Wealth Advisors's IBND Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2021, closing a stake of 4,515 shares — an estimated $159K sold.

Arkadios Wealth Advisors first reported a position in IBND in Q4 2020 and held it in 4 quarters. The position peaked at $163K in Q2 2021. 59 funds tracked by Wall St. Rank hold IBND as of Q4 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,515 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2021, an estimated $159K.
Arkadios Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $163K in Q2 2021.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.