Baldwin Wealth Partners’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Baldwin Wealth 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
2019 Q3	–	Sell	-1,381	Closed	-$47K	–	532
2019 Q2	$47K	Hold	1,381	–	–	0.01%	313
2019 Q1	$46K	Hold	1,381	–	–	0.01%	313
2018 Q4	$45K	Hold	1,381	–	–	0.01%	299
2018 Q3	$46K	Hold	1,381	–	–	0.01%	325
2018 Q2	$47K	Hold	1,381	–	–	0.01%	322
2018 Q1	$50K	Buy	+1,381	New	+$49.7K	0.01%	291

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

CCA

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Baldwin Wealth Partners's IBND Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2019, closing a stake of 1,381 shares — an estimated $47K sold.

Baldwin Wealth Partners first reported a position in IBND in Q1 2018 and held it in 6 quarters. The position peaked at $50K in Q1 2018. 65 funds tracked by Wall St. Rank hold IBND as of Q3 2019.

Baldwin Wealth Partners reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 1,381 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2019, an estimated $47K.
Baldwin Wealth Partners first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2018 and held it in 6 quarters.
Baldwin Wealth Partners's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $50K in Q1 2018.
65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.