Davies Financial Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Davies Financial Advisors’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
2026 Q1	–	Sell	-8,924	Closed	-$287K	–	26
2025 Q4	$287K	Sell	8,924 -7,025	-44%	-$224K	0.53%	33
2025 Q3	$515K	Sell	15,949 -980	-6%	-$31.5K	0.42%	49
2025 Q2	$552K	Sell	16,929 -2,098	-11%	-$65.3K	0.43%	47
2025 Q1	$561K	Sell	19,027 -86,158	-82%	-$2.48M	0.48%	44
2024 Q4	$2.98M	Buy	+105,185	New	+$3.09M	2.54%	10

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AIP

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

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

Davies Financial Advisors's IBND Position: Q1 2026 in Review

Davies Financial Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2026, closing a stake of 8,924 shares — an estimated $287K sold.

Davies Financial Advisors first reported a position in IBND in Q4 2024 and held it in 5 quarters. The position peaked at $2.98M in Q4 2024. 127 funds tracked by Wall St. Rank hold IBND as of Q1 2026.

Davies Financial Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Davies Financial Advisors sold 8,924 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2026, an estimated $287K.
Davies Financial Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Davies Financial Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $2.98M in Q4 2024.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.