Berger Financial Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Berger Financial Group’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
2022 Q2	–	Sell	-21,426	Closed	-$683K	–	264
2022 Q1	$683K	Buy	21,426 +1,844	+9%	+$60.9K	0.09%	125
2021 Q4	$677K	Buy	19,582 +431	+2%	+$15K	0.09%	128
2021 Q3	$676K	Buy	19,151 +142	+0.7%	+$5.15K	0.12%	95
2021 Q2	$690K	Buy	19,009 +1,565	+9%	+$57.6K	0.12%	95
2021 Q1	$625K	Sell	17,444 -619	-3%	-$22.9K	0.14%	95
2020 Q4	$685K	Buy	+18,063	New	+$663K	0.12%	109

Other funds holding IBND

CCA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

ZCM

Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $435M AUM 24.41% 1-Year Est. Return

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Berger Financial Group's IBND Position: Q2 2022 in Review

Berger Financial Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2022, closing a stake of 21,426 shares — an estimated $683K sold.

Berger Financial Group first reported a position in IBND in Q4 2020 and held it in 6 quarters. The position peaked at $690K in Q2 2021. 52 funds tracked by Wall St. Rank hold IBND as of Q2 2022.

Berger Financial Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Berger Financial Group sold 21,426 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2022, an estimated $683K.
Berger Financial Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Berger Financial Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $690K in Q2 2021.
52 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.