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

Quarter Market Value Status Shares Shares
Change %
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% +$616K 0.11% 102
2018
Q3
$715K Buy
+14,139
New +$715K 0.06% 145