BRWA
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B. Riley Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-20,801
Closed -$594K – 1589
2023
Q1 		$594K Buy
+20,801
New +$584K 0.02% 736

Other funds holding IBND

Jane Street
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

B. Riley Wealth Advisors's IBND Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2023, closing a stake of 20,801 shares — an estimated $594K sold.

B. Riley Wealth Advisors first reported a position in IBND in Q1 2023 and held it in 1 quarter. The position peaked at $594K in Q1 2023. 66 funds tracked by Wall St. Rank hold IBND as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,801 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2023, an estimated $594K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $594K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.