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Clearview Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Clearview Wealth Advisors’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
2023
Q4 		– Sell
-84,670
Closed -$2.3M – 118
2023
Q3 		$2.3M Buy
+84,670
New +$2.4M 2.84% 5

Other funds holding IBND

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearview Wealth Advisors's IBND Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2023, closing a stake of 84,670 shares — an estimated $2.3M sold.

Clearview Wealth Advisors first reported a position in IBND in Q3 2023 and held it in 1 quarter. The position peaked at $2.3M in Q3 2023. 86 funds tracked by Wall St. Rank hold IBND as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 84,670 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2023, an estimated $2.3M.
  • Clearview Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $2.3M in Q3 2023.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.