Covenant Multifamily Offices’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Covenant Multifamily Offices’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
2020 Q2	–	Sell	-6,614	Closed	-$206K	–	157
2020 Q1	$206K	Sell	6,614 -9,945	-60%	-$328K	0.05%	105
2019 Q4	$566K	Sell	16,559 -158	-0.9%	-$5.32K	0.1%	126
2019 Q3	$557K	Buy	16,717 +599	+4%	+$20.3K	0.12%	98
2019 Q2	$551K	Buy	+16,118	New	+$539K	0.12%	96

Other funds holding IBND

CCA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

RRC

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

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

Covenant Multifamily Offices's IBND Position: Q2 2020 in Review

Covenant Multifamily Offices sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2020, closing a stake of 6,614 shares — an estimated $206K sold.

Covenant Multifamily Offices first reported a position in IBND in Q2 2019 and held it in 4 quarters. The position peaked at $566K in Q4 2019. 61 funds tracked by Wall St. Rank hold IBND as of Q2 2020.

Covenant Multifamily Offices reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Covenant Multifamily Offices sold 6,614 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2020, an estimated $206K.
Covenant Multifamily Offices first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Covenant Multifamily Offices's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $566K in Q4 2019.
61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2020.

Based on Covenant Multifamily Offices's 13F filing for Q2 2020, filed 11 Aug 2020.