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

Curi 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
2022 Q3	–	Sell	-10	Closed	–	–	419
2022 Q2	$0	Hold	10	–	–	﹤0.01%	674
2022 Q1	$0	Hold	10	–	–	﹤0.01%	577
2021 Q4	$0	Buy	+10	New	+$349	﹤0.01%	539
2021 Q1	–	Sell	-10	Closed	–	–	271
2020 Q4	$0	Buy	+10	New	+$367	﹤0.01%	447

Other funds holding IBND

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

CCA

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

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

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

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

NEWAS

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

ZCM

Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return

AIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi Wealth Management's IBND Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2022, closing a stake of 10 shares.

Curi Wealth Management first reported a position in IBND in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 48 funds tracked by Wall St. Rank hold IBND as of Q3 2022.

Curi Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 10 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2022.
Curi Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $0 in Q2 2022.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.