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

Fortis 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
2020 Q1	–	Sell	-1	Closed	–	–	349
2019 Q4	$0	Sell	1 -2,465	-100%	-$83K	﹤0.01%	315
2019 Q3	$82K	Buy	2,466 +195	+9%	+$6.6K	0.04%	191
2019 Q2	$78K	Buy	2,271 +1,955	+619%	+$65.3K	0.04%	201
2019 Q1	$10K	Buy	316 +156	+98%	+$5.17K	0.01%	286
2018 Q4	$5K	Buy	+160	New	+$5.25K	﹤0.01%	289

Other funds holding IBND

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

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

RRC

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

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

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

APW

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fortis Advisors's IBND Position: Q1 2020 in Review

Fortis Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2020, closing a stake of 1 share.

Fortis Advisors first reported a position in IBND in Q4 2018 and held it in 5 quarters. The position peaked at $82K in Q3 2019. 58 funds tracked by Wall St. Rank hold IBND as of Q1 2020.

Fortis Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 1 State Street SPDR Bloomberg International Corporate Bond ETF share in Q1 2020.
Fortis Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Fortis Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $82K in Q3 2019.
58 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.