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Calton & Associates’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-374
Closed -$13K – 768
2017
Q4 		$13K Buy
+374
New +$13K ﹤0.01% 992

Other funds holding IBND

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Calton & Associates's IBND Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2018, closing a stake of 374 shares — an estimated $13K sold.

Calton & Associates first reported a position in IBND in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 74 funds tracked by Wall St. Rank hold IBND as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 374 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2018, an estimated $13K.
  • Calton & Associates first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $13K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.