Avior Wealth Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-92	Closed	-$3.4K	–	1076
2020 Q4	$3K	Hold	92	–	–	﹤0.01%	839
2020 Q3	$3K	Hold	92	–	–	﹤0.01%	790
2020 Q2	$3K	Hold	92	–	–	﹤0.01%	759
2020 Q1	$2K	Sell	92 -125	-58%	-$4.12K	﹤0.01%	683
2019 Q4	$7K	Hold	217	–	–	﹤0.01%	632
2019 Q3	$7K	Hold	217	–	–	﹤0.01%	608
2019 Q2	$7K	Buy	217 +1	+0.5%	+$33	﹤0.01%	628
2019 Q1	$7K	Hold	216	–	–	﹤0.01%	555
2018 Q4	$7K	Hold	216	–	–	﹤0.01%	592
2018 Q3	$7K	Hold	216	–	–	﹤0.01%	605
2018 Q2	$7K	Hold	216	–	–	﹤0.01%	616
2018 Q1	$8K	Hold	216	–	–	﹤0.01%	602
2017 Q4	$8K	Hold	216	–	–	﹤0.01%	615
2017 Q3	$7K	Hold	216	–	–	﹤0.01%	366
2017 Q2	$7K	Hold	216	–	–	﹤0.01%	342
2017 Q1	$7K	Hold	216	–	–	﹤0.01%	385
2016 Q4	$7K	Hold	216	–	–	﹤0.01%	364
2016 Q3	$7K	Hold	216	–	–	﹤0.01%	363
2016 Q2	$7K	Hold	216	–	–	﹤0.01%	360
2016 Q1	$7K	Buy	+216	New	+$6.78K	﹤0.01%	368

Other funds holding IBND

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

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

CCA

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

RJFSA

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

CCWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Avior Wealth Management's IBND Position: Q1 2021 in Review

Avior Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2021, closing a stake of 92 shares — an estimated $3.4K sold.

Avior Wealth Management first reported a position in IBND in Q1 2016 and held it in 20 quarters. The position peaked at $8K in Q1 2018. 72 funds tracked by Wall St. Rank hold IBND as of Q1 2021.

Avior Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Avior Wealth Management sold 92 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2021, an estimated $3.4K.
Avior Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2016 and held it in 20 quarters.
Avior Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $8K in Q1 2018.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.