Fusion Investment Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Fusion Investment Group’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
2015 Q4	$206K	Buy	6,683 +146	+2%	+$4.54K	0.55%	60
2015 Q3	$205K	Sell	6,537 -16,067	-71%	-$506K	0.48%	62
2015 Q2	$711K	Buy	22,604 +2,604	+13%	+$82.4K	0.55%	42
2015 Q1	$622K	Sell	20,000 -10,000	-33%	-$323K	0.5%	47
2014 Q4	$1.03M	Buy	30,000 +27,475	+1,088%	+$964K	0.87%	19
2014 Q3	$89K	Sell	2,525 -2,673	-51%	-$98.6K	0.08%	100
2014 Q2	$197K	Sell	5,198 -7,818	-60%	-$293K	0.17%	92
2014 Q1	$486K	Buy	13,016 +642	+5%	+$23.7K	0.49%	34
2013 Q4	$454K	Buy	+12,374	New	+$450K	0.34%	67

Other funds holding IBND

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

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

CCA

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

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

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

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

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

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

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

Fusion Investment Group's IBND Position: Q4 2015 in Review

Fusion Investment Group increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 2.2% in Q4 2015, buying an estimated $4.54K and bringing the position to 6,683 shares worth $206K. The position accounts for 0.55% of the portfolio, ranked #60.

Fusion Investment Group first reported a position in IBND in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2014. 56 funds tracked by Wall St. Rank hold IBND as of Q4 2015.

Fusion Investment Group held 6,683 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $206K as of Q4 2015.
Fusion Investment Group bought 146 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2015, an estimated $4.54K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.55% of Fusion Investment Group's portfolio in Q4 2015, its #60 holding.
Fusion Investment Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.03M in Q4 2014.
56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.