Founders Financial Securities’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Founders Financial Securities’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 Q4	–	Sell	-7,985	Closed	-$284K	–	234
2020 Q3	$284K	Buy	+7,985	New	+$283K	0.09%	129
2014 Q4	–	Sell	-7,693	Closed	-$272K	–	84
2014 Q3	$272K	Buy	+7,693	New	+$284K	0.18%	47

Other funds holding IBND

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

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

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

CCA

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

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

RJFSA

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

Founders Financial Securities's IBND Position: Q4 2020 in Review

Founders Financial Securities sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2020, closing a stake of 7,985 shares — an estimated $284K sold.

Founders Financial Securities first reported a position in IBND in Q3 2014 and held it in 2 quarters. The position peaked at $284K in Q3 2020. 71 funds tracked by Wall St. Rank hold IBND as of Q4 2020.

Founders Financial Securities reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Founders Financial Securities sold 7,985 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2020, an estimated $284K.
Founders Financial Securities first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2014 and held it in 2 quarters.
Founders Financial Securities's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $284K in Q3 2020.
71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2020.

Based on Founders Financial Securities's 13F filing for Q4 2020, filed 9 Feb 2021.