Aurora Private Wealth’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Aurora Private Wealth’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
2023 Q4	–	Sell	-10,745	Closed	-$292K	–	163
2023 Q3	$292K	Buy	+10,745	New	+$304K	0.32%	87
2023 Q2	–	Sell	-10,204	Closed	-$291K	–	143
2023 Q1	$291K	Buy	+10,204	New	+$287K	0.31%	99

Other funds holding IBND

CCA

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

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPAM

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

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

RJFSA

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

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

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

Aurora Private Wealth's IBND Position: Q4 2023 in Review

Aurora Private Wealth sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2023, closing a stake of 10,745 shares — an estimated $292K sold.

Aurora Private Wealth first reported a position in IBND in Q1 2023 and held it in 2 quarters. The position peaked at $292K in Q3 2023. 86 funds tracked by Wall St. Rank hold IBND as of Q4 2023.

Aurora Private Wealth reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Aurora Private Wealth sold 10,745 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2023, an estimated $292K.
Aurora Private Wealth first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
Aurora Private Wealth's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $292K in Q3 2023.
86 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2023.

Based on Aurora Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.