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

BTS 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
2025 Q1	–	Sell	-16,665	Closed	-$473K	–	42
2024 Q4	$473K	Buy	+16,665	New	+$489K	0.47%	16
2024 Q3	–	Sell	-8,896	Closed	-$255K	–	34
2024 Q2	$255K	Sell	8,896 -6,231	-41%	-$180K	0.24%	21
2024 Q1	$440K	Buy	15,127 +1,691	+13%	+$49.2K	0.36%	12
2023 Q4	$402K	Buy	+13,436	New	+$380K	0.3%	11
2022 Q3	–	Sell	-11,391	Closed	-$320K	–	35
2022 Q2	$320K	Buy	11,391 +2,491	+28%	+$73.3K	0.72%	36
2022 Q1	$284K	Buy	8,900 +80	+0.9%	+$2.64K	0.09%	32
2021 Q4	$305K	Buy	8,820 +985	+13%	+$34.3K	0.11%	26
2021 Q3	$277K	Buy	7,835 +3,118	+66%	+$113K	0.06%	24
2021 Q2	$171K	Buy	+4,717	New	+$173K	0.03%	21
2020 Q4	$95K	Hold	2,505	–	–	0.02%	21
2020 Q3	$89K	Buy	2,505 +1,492	+147%	+$52.9K	1.04%	16
2020 Q2	$34K	Buy	1,013 +469	+86%	+$15.3K	0.01%	20
2020 Q1	$18K	Buy	544 +90	+20%	+$2.97K	0.34%	16
2019 Q4	$16K	Hold	454	–	–	﹤0.01%	20
2019 Q3	$15K	Hold	454	–	–	﹤0.01%	18
2019 Q2	$15K	Buy	+454	New	+$15.2K	0.02%	18

Other funds holding IBND

CCA

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

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

NEWAS

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

AIP

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

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

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

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

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

BTS Asset Management's IBND Position: Q1 2025 in Review

BTS Asset Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2025, closing a stake of 16,665 shares — an estimated $473K sold.

BTS Asset Management first reported a position in IBND in Q2 2019 and held it in 16 quarters. The position peaked at $473K in Q4 2024. 69 funds tracked by Wall St. Rank hold IBND as of Q1 2025.

BTS Asset Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
BTS Asset Management sold 16,665 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2025, an estimated $473K.
BTS Asset Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2019 and held it in 16 quarters.
BTS Asset Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $473K in Q4 2024.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2025.

Based on BTS Asset Management's 13F filing for Q1 2025, filed 16 Apr 2025.