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Clune & Associates’s Invesco International Corporate Bond ETF PICB Stock Holding History

Clune & Associates’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$257K Hold
11,548
– – 0.04% 144
2026
Q2 		$267K Sell
11,548
-993
-8% -$23.3K 0.04% 149
2026
Q1 		$290K Sell
12,541
-12,348
-50% -$294K 0.05% 141
2025
Q4 		$594K Buy
24,889
+12,556
+102% +$298K 0.13% 107
2025
Q3 		$294K Sell
12,333
-12,136
-50% -$289K 0.07% 124
2025
Q2 		$592K Buy
+24,469
New +$570K 0.16% 103

Other funds holding PICB

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clune & Associates's PICB Position: Q3 2026 in Review

Clune & Associates held its Invesco International Corporate Bond ETF (PICB) position steady in Q3 2026 at 11,548 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #144.

Clune & Associates first reported a position in PICB in Q2 2025 and has held it in 6 quarters since. The position peaked at $594K in Q4 2025. 7 funds tracked by Wall St. Rank hold PICB as of Q3 2026.

  • Clune & Associates held 11,548 shares of Invesco International Corporate Bond ETF worth $257K as of Q3 2026.
  • Clune & Associates left its Invesco International Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco International Corporate Bond ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #144 holding.
  • Clune & Associates first reported a position in Invesco International Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Clune & Associates's Invesco International Corporate Bond ETF position peaked at $594K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.