Cape Investment Advisory’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Cape Investment Advisory’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
2026 Q2	$1.56K	Buy	+50	New	+$1.57K	﹤0.01%	1275
2026 Q1	–	Sell	-50	Closed	-$1.61K	–	643
2025 Q4	$1.61K	Hold	50	–	–	﹤0.01%	1132
2025 Q3	$1.61K	Hold	50	–	–	﹤0.01%	701
2025 Q2	$1.63K	Hold	50	–	–	﹤0.01%	974
2025 Q1	$1.48K	Hold	50	–	–	﹤0.01%	925
2024 Q4	$1.42K	Buy	+50	New	+$1.47K	﹤0.01%	921

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Cape Investment Advisory's IBND Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2026: 50 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IBND as recently as Q4 2025.

Cape Investment Advisory first reported a position in IBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63K in Q2 2025. 116 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

Cape Investment Advisory held 50 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $1.56K as of Q2 2026.
State Street SPDR Bloomberg International Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR Bloomberg International Corporate Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1275 holding.
Cape Investment Advisory first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Cape Investment Advisory's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.63K in Q2 2025.
116 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.