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

Congress Wealth 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 Q2	$311K	Sell	9,548 -183	-2%	-$5.7K	﹤0.01%	1062
2025 Q1	$287K	Sell	9,731 -13	-0.1%	-$375	﹤0.01%	946
2024 Q4	$276K	Sell	9,744 -19	-0.2%	-$557	﹤0.01%	783
2024 Q3	$299K	Sell	9,763 -12	-0.1%	-$359	﹤0.01%	729
2024 Q2	$281K	Buy	+9,775	New	+$282K	﹤0.01%	632
2023 Q4	–	Sell	-10,152	Closed	-$275K	–	639
2023 Q3	$275K	Sell	10,152 -35	-0.3%	-$991	0.01%	535
2023 Q2	$289K	Sell	10,187 -221	-2%	-$6.28K	0.01%	488
2023 Q1	$297K	Buy	10,408 +281	+3%	+$7.89K	0.01%	484
2022 Q4	$281K	Sell	10,127 -384	-4%	-$10.2K	0.01%	493
2022 Q3	$264K	Sell	10,511 -102	-1%	-$2.78K	0.01%	487
2022 Q2	$298K	Sell	10,613 -446	-4%	-$13.1K	0.01%	480
2022 Q1	$352K	Sell	11,059 -4,966	-31%	-$164K	0.01%	483
2021 Q4	$554K	Buy	+16,025	New	+$558K	0.01%	453

Other funds holding IBND

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's IBND Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 1.9% in Q2 2025, selling an estimated $5.7K and leaving 9,548 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Congress Wealth Management first reported a position in IBND in Q4 2021 and has held it in 13 quarters since. The position peaked at $554K in Q4 2021. 110 funds tracked by Wall St. Rank hold IBND as of Q2 2025.

Congress Wealth Management held 9,548 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $311K as of Q2 2025.
Congress Wealth Management sold 183 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2025, an estimated $5.7K.
State Street SPDR Bloomberg International Corporate Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1062 holding.
Congress Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $554K in Q4 2021.
110 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.