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

Cornerstone 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
2018 Q4	–	Sell	-11,620	Closed	-$337K	–	706
2018 Q3	$337K	Buy	11,620 +195	+2%	+$6.57K	﹤0.01%	1029
2018 Q2	$340K	Buy	+11,425	New	+$396K	﹤0.01%	1145

Other funds holding IBND

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cornerstone Wealth Management's IBND Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2018, closing a stake of 11,620 shares — an estimated $337K sold.

Cornerstone Wealth Management first reported a position in IBND in Q2 2018 and held it in 2 quarters. The position peaked at $340K in Q2 2018. 75 funds tracked by Wall St. Rank hold IBND as of Q4 2018.

Cornerstone Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 11,620 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2018, an estimated $337K.
Cornerstone Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $340K in Q2 2018.
75 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.