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

Elmwood 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 Q2	–	Sell	-10,500	Closed	-$335K	–	113
2022 Q1	$335K	Sell	10,500 -6,150	-37%	-$203K	0.17%	97
2021 Q4	$576K	Buy	+16,650	New	+$580K	0.27%	84

Other funds holding IBND

CCA

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

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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 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

TWP

Tempus Wealth Planning Irvine, California $435M AUM 24.41% 1-Year Est. Return

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

AIP

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

Elmwood Wealth Management's IBND Position: Q2 2022 in Review

Elmwood Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2022, closing a stake of 10,500 shares — an estimated $335K sold.

Elmwood Wealth Management first reported a position in IBND in Q4 2021 and held it in 2 quarters. The position peaked at $576K in Q4 2021. 52 funds tracked by Wall St. Rank hold IBND as of Q2 2022.

Elmwood Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Elmwood Wealth Management sold 10,500 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2022, an estimated $335K.
Elmwood Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Elmwood Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $576K in Q4 2021.
52 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2022.

Based on Elmwood Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.