CFG Wealth Management Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

CFG Wealth Management Services’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	$3.59M	Hold	116,282	–	–	3.37%	13
2026 Q1	$3.59M	Buy	116,282 +4,592	+4%	+$147K	3.25%	13
2025 Q4	$3.59M	Buy	+111,690	New	+$3.57M	3.27%	13

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $3.37T AUM 44.26% 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

CFG Wealth Management Services's IBND Position: Q2 2026 in Review

CFG Wealth Management Services held its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) position steady in Q2 2026 at 116,282 shares worth $3.59M. The position accounts for 3.37% of the portfolio, ranked #13.

CFG Wealth Management Services first reported a position in IBND in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

CFG Wealth Management Services held 116,282 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $3.59M as of Q2 2026.
CFG Wealth Management Services left its State Street SPDR Bloomberg International Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg International Corporate Bond ETF made up 3.37% of CFG Wealth Management Services's portfolio in Q2 2026, its #13 holding.
CFG Wealth Management Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
115 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.