EP Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

EP Wealth 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
2019 Q1	–	Sell	-25,345	Closed	-$1.39M	–	256
2018 Q4	$1.39M	Buy	25,345 +11,206	+79%	+$367K	0.11%	102
2018 Q3	$715K	Buy	+14,139	New	+$476K	0.06%	145

Other funds holding IBND

RRC

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

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

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

CCA

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

EP Wealth Advisors's IBND Position: Q1 2019 in Review

EP Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2019, closing a stake of 25,345 shares — an estimated $1.39M sold.

EP Wealth Advisors first reported a position in IBND in Q3 2018 and held it in 2 quarters. The position peaked at $1.39M in Q4 2018. 69 funds tracked by Wall St. Rank hold IBND as of Q1 2019.

EP Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
EP Wealth Advisors sold 25,345 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2019, an estimated $1.39M.
EP Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
EP Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.39M in Q4 2018.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2019.

Based on EP Wealth Advisors's 13F filing for Q1 2019, filed 20 May 2019.