Great Valley Advisor Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Great Valley Advisor 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
2026 Q2	–	Sell	-35,377	Closed	-$1.1M	–	1074
2026 Q1	$1.1M	Sell	35,377 -21,221	-37%	-$679K	0.02%	497
2025 Q4	$1.82M	Sell	56,598 -54,346	-49%	-$1.74M	0.03%	360
2025 Q3	$3.58M	Buy	110,944 +27,628	+33%	+$888K	0.07%	231
2025 Q2	$2.72M	Buy	+83,316	New	+$2.59M	0.06%	259

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Great Valley Advisor Group's IBND Position: Q2 2026 in Review

Great Valley Advisor Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2026, closing a stake of 35,377 shares — an estimated $1.1M sold.

Great Valley Advisor Group first reported a position in IBND in Q2 2025 and held it in 4 quarters. The position peaked at $3.58M in Q3 2025. 116 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

Great Valley Advisor Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Great Valley Advisor Group sold 35,377 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2026, an estimated $1.1M.
Great Valley Advisor Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Great Valley Advisor Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $3.58M in Q3 2025.
116 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.