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

Executive 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
2021 Q3	–	Sell	-17,195	Closed	-$624K	–	190
2021 Q2	$624K	Sell	17,195 -112	-0.6%	-$4.12K	0.07%	131
2021 Q1	$620K	Buy	17,307 +301	+2%	+$11.1K	0.07%	127
2020 Q4	$644K	Buy	17,006 +562	+3%	+$20.6K	0.08%	117
2020 Q3	$585K	Buy	+16,444	New	+$583K	0.08%	107

Other funds holding IBND

CCA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's IBND Position: Q3 2021 in Review

Executive Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2021, closing a stake of 17,195 shares — an estimated $624K sold.

Executive Wealth Management first reported a position in IBND in Q3 2020 and held it in 4 quarters. The position peaked at $644K in Q4 2020. 59 funds tracked by Wall St. Rank hold IBND as of Q3 2021.

Executive Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Executive Wealth Management sold 17,195 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2021, an estimated $624K.
Executive Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Executive Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $644K in Q4 2020.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2021.

Based on Executive Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.