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

Austin 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
2025 Q4	$218K	Buy	6,792 +470	+7%	+$15K	0.02%	266
2025 Q3	$204K	Sell	6,322 -212	-3%	-$6.82K	0.02%	287
2025 Q2	$213K	Buy	+6,534	New	+$203K	0.02%	276
2025 Q1	–	Sell	-9,163	Closed	-$260K	–	309
2024 Q4	$260K	Buy	9,163 +146	+2%	+$4.28K	0.02%	236
2024 Q3	$276K	Sell	9,017 -2,012	-18%	-$60.2K	0.03%	213
2024 Q2	$317K	Buy	11,029 +1,798	+19%	+$51.8K	0.03%	173
2024 Q1	$269K	Buy	9,231 +267	+3%	+$7.78K	0.03%	192
2023 Q4	$268K	Buy	+8,964	New	+$253K	0.03%	163
2023 Q3	–	Sell	-9,105	Closed	-$258K	–	210
2023 Q2	$258K	Buy	9,105 +228	+3%	+$6.48K	0.04%	133
2023 Q1	$253K	Buy	8,877 +97	+1%	+$2.73K	0.04%	127
2022 Q4	$243K	Buy	+8,780	New	+$233K	0.04%	133

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

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

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

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Austin Private Wealth's IBND Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 7.4% in Q4 2025, buying an estimated $15K and bringing the position to 6,792 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #266.

Austin Private Wealth first reported a position in IBND in Q4 2022 and has held it in 11 quarters since. The position peaked at $317K in Q2 2024. 122 funds tracked by Wall St. Rank hold IBND as of Q4 2025.

Austin Private Wealth held 6,792 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $218K as of Q4 2025.
Austin Private Wealth bought 470 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2025, an estimated $15K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #266 holding.
Austin Private Wealth first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Austin Private Wealth's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $317K in Q2 2024.
122 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.