BAM
IBND icon

Belpointe Asset Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Belpointe Asset 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
2023
Q4 		– Sell
-33,324
Closed -$904K – 732
2023
Q3 		$904K Buy
+33,324
New +$944K 0.09% 212

Other funds holding IBND

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Belpointe Asset Management's IBND Position: Q4 2023 in Review

Belpointe Asset Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2023, closing a stake of 33,324 shares — an estimated $904K sold.

Belpointe Asset Management first reported a position in IBND in Q3 2023 and held it in 1 quarter. The position peaked at $904K in Q3 2023. 86 funds tracked by Wall St. Rank hold IBND as of Q4 2023.

  • Belpointe Asset Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 33,324 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2023, an estimated $904K.
  • Belpointe Asset Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Belpointe Asset Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $904K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.