Client First Investment Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Client First Investment 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 Q3	–	Sell	-24,513	Closed	-$799K	–	42
2025 Q2	$799K	Buy	+24,513	New	+$763K	0.49%	20

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

Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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