Avantax Advisory Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-11,334	Closed	-$339K	–	1698
2023 Q4	$339K	Buy	11,334 +1	+0%	+$28	﹤0.01%	1175
2023 Q3	$307K	Sell	11,333 -255	-2%	-$7.22K	﹤0.01%	1187
2023 Q2	$329K	Hold	11,588	–	–	﹤0.01%	1137
2023 Q1	$331K	Hold	11,588	–	–	﹤0.01%	1101
2022 Q4	$321K	Hold	11,588	–	–	﹤0.01%	1074
2022 Q3	$291K	Hold	11,588	–	–	﹤0.01%	1027
2022 Q2	$325K	Sell	11,588 -7	-0.1%	-$206	﹤0.01%	976
2022 Q1	$369K	Sell	11,595 -832	-7%	-$27.5K	0.01%	907
2021 Q4	$430K	Hold	12,427	–	–	0.01%	814
2021 Q3	$439K	Buy	12,427 +4,573	+58%	+$166K	0.01%	762
2021 Q2	$285K	Hold	7,854	–	–	0.01%	926
2021 Q1	$281K	Hold	7,854	–	–	0.01%	833
2020 Q4	$298K	Sell	7,854 -2,665	-25%	-$97.8K	0.01%	725
2020 Q3	$374K	Buy	10,519 +2,665	+34%	+$94.5K	0.01%	923
2020 Q2	$264K	Hold	7,854	–	–	0.01%	691
2020 Q1	$244K	Hold	7,854	–	–	0.01%	654
2019 Q4	$268K	Buy	+7,854	New	+$264K	0.01%	663

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

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Avantax Advisory Services's IBND Position: Q1 2024 in Review

Avantax Advisory Services sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2024, closing a stake of 11,334 shares — an estimated $339K sold.

Avantax Advisory Services first reported a position in IBND in Q4 2019 and held it in 17 quarters. The position peaked at $439K in Q3 2021. 70 funds tracked by Wall St. Rank hold IBND as of Q1 2024.

Avantax Advisory Services reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 11,334 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2024, an estimated $339K.
Avantax Advisory Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
Avantax Advisory Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $439K in Q3 2021.
70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.