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

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 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