Global Financial Private Client’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Global Financial Private Client’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	-582	Closed	-$21.1K	–	606
2021 Q2	$21.1K	Hold	582	–	–	0.01%	308
2021 Q1	$21K	Buy	582 +95	+20%	+$3.51K	0.02%	271
2020 Q4	$18.5K	Buy	487 +95	+24%	+$3.49K	0.01%	267
2020 Q3	$14K	Buy	+392	New	+$13.9K	0.01%	285

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

Global Financial Private Client's IBND Position: Q3 2021 in Review

Global Financial Private Client sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2021, closing a stake of 582 shares — an estimated $21.1K sold.

Global Financial Private Client first reported a position in IBND in Q3 2020 and held it in 4 quarters. The position peaked at $21.1K in Q2 2021. 59 funds tracked by Wall St. Rank hold IBND as of Q3 2021.

Global Financial Private Client reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Global Financial Private Client sold 582 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2021, an estimated $21.1K.
Global Financial Private Client first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Global Financial Private Client's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $21.1K in Q2 2021.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2021.

Based on Global Financial Private Client's 13F filing for Q3 2021, filed 16 May 2024.