Fisher Asset Management

Fisher Asset Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Fisher Asset 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
2025 Q3	–	Sell	-46,234	Closed	-$1.51M	–	1042
2025 Q2	$1.51M	Buy	46,234 +37	+0.1%	+$1.15K	﹤0.01%	621
2025 Q1	$1.36M	Hold	46,197	–	–	﹤0.01%	633
2024 Q4	$1.31M	Hold	46,197	–	–	﹤0.01%	633
2024 Q3	$1.41M	Sell	46,197 -12,103	-21%	-$362K	﹤0.01%	622
2024 Q2	$1.67M	Buy	58,300 +16,822	+41%	+$485K	﹤0.01%	613
2024 Q1	$1.21M	Buy	41,478 +13,989	+51%	+$407K	﹤0.01%	661
2023 Q4	$823K	Buy	+27,489	New	+$777K	﹤0.01%	716

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Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

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Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return