Commonwealth Equity Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Commonwealth Equity 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
2025 Q1	–	Sell	-23,838	Closed	-$676K	–	4220
2024 Q4	$676K	Buy	+23,838	New	+$699K	﹤0.01%	2727
2024 Q1	–	Sell	-260,625	Closed	-$7.8M	–	4057
2023 Q4	$7.8M	Sell	260,625 -2,104	-0.8%	-$59.5K	0.01%	855
2023 Q3	$7.13M	Buy	+262,729	New	+$7.44M	0.01%	837
2023 Q2	–	Sell	-65,415	Closed	-$1.87K	–	3879
2023 Q1	$1.87K	Buy	+65,415	New	+$1.84M	﹤0.01%	1602
2017 Q1	–	Sell	-11,984	Closed	-$370K	–	2441
2016 Q4	$370K	Sell	11,984 -2,929	-20%	-$92.1K	﹤0.01%	1617
2016 Q3	$498K	Hold	14,913	–	–	﹤0.01%	1381
2016 Q2	$485K	Buy	14,913 +1,773	+13%	+$58.2K	﹤0.01%	1372
2016 Q1	$432K	Hold	13,140	–	–	﹤0.01%	1404
2015 Q4	$405K	Sell	13,140 -147	-1%	-$4.57K	﹤0.01%	1406
2015 Q3	$416K	Buy	13,287 +481	+4%	+$15.1K	﹤0.01%	1346
2015 Q2	$402K	Buy	12,806 +1,298	+11%	+$41.1K	﹤0.01%	1468
2015 Q1	$358K	Buy	11,508 +2,219	+24%	+$71.8K	﹤0.01%	1521
2014 Q4	$319K	Buy	9,289 +338	+4%	+$11.9K	﹤0.01%	1531
2014 Q3	$317K	Sell	8,951 -244	-3%	-$9K	﹤0.01%	1510
2014 Q2	$348K	Buy	9,195 +583	+7%	+$21.9K	﹤0.01%	1442
2014 Q1	$321K	Buy	8,612 +905	+12%	+$33.4K	﹤0.01%	1422
2013 Q4	$282K	Buy	7,707 +20	+0.3%	+$728	﹤0.01%	1470
2013 Q3	$278K	Buy	7,687 +15	+0.2%	+$527	﹤0.01%	1423
2013 Q2	$263K	Buy	+7,672	New	+$269K	﹤0.01%	1386

Other funds holding IBND

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

LPAM

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Commonwealth Equity Services's IBND Position: Q1 2025 in Review

Commonwealth Equity Services sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2025, closing a stake of 23,838 shares — an estimated $676K sold.

Commonwealth Equity Services first reported a position in IBND in Q2 2013 and held it in 19 quarters. The position peaked at $7.8M in Q4 2023. 69 funds tracked by Wall St. Rank hold IBND as of Q1 2025.

Commonwealth Equity Services reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 23,838 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2025, an estimated $676K.
Commonwealth Equity Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
Commonwealth Equity Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $7.8M in Q4 2023.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.