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Ehrlich Financial Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Ehrlich Financial Group’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
2024
Q1 		– Sell
-16,102
Closed -$482K – 102
2023
Q4 		$482K Buy
+16,102
New +$455K 0.48% 52

Other funds holding IBND

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Ehrlich Financial Group's IBND Position: Q1 2024 in Review

Ehrlich Financial Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2024, closing a stake of 16,102 shares — an estimated $482K sold.

Ehrlich Financial Group first reported a position in IBND in Q4 2023 and held it in 1 quarter. The position peaked at $482K in Q4 2023. 70 funds tracked by Wall St. Rank hold IBND as of Q1 2024.

  • Ehrlich Financial Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 16,102 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2024, an estimated $482K.
  • Ehrlich Financial Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Ehrlich Financial Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $482K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2024.

Based on Ehrlich Financial Group's 13F filing for Q1 2024, filed 15 Apr 2024.