Avantax Planning Partners’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-345	Closed	-$12K	–	790
2018 Q1	$12K	Buy	+345	New	+$12.4K	﹤0.01%	967

Other funds holding IBND

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

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

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's IBND Position: Q2 2018 in Review

Avantax Planning Partners sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2018, closing a stake of 345 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in IBND in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 74 funds tracked by Wall St. Rank hold IBND as of Q2 2018.

Avantax Planning Partners reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 345 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2018, an estimated $12K.
Avantax Planning Partners first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $12K in Q1 2018.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.