Harvest Group Wealth Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Harvest Group Wealth Management’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
2019 Q4	–	Sell	-5	Closed	–	–	992
2019 Q3	$0	Sell	5 -3	-38%	-$102	﹤0.01%	1068
2019 Q2	$0	Sell	8 -1	-11%	-$33	﹤0.01%	953
2019 Q1	$0	Buy	+9	New	+$298	﹤0.01%	924
2018 Q3	–	Sell	-162,231	Closed	-$5.49M	–	33
2018 Q2	$5.49M	Buy	162,231 +1,959	+1%	+$67.8K	3.79%	9
2018 Q1	$5.77M	Buy	+160,272	New	+$5.77M	3.89%	9

Other funds holding IBND

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 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

APW

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

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

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Harvest Group Wealth Management's IBND Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2019, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in IBND in Q1 2018 and held it in 5 quarters. The position peaked at $5.77M in Q1 2018. 65 funds tracked by Wall St. Rank hold IBND as of Q4 2019.

Harvest Group Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 5 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2019.
Harvest Group Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
Harvest Group Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $5.77M in Q1 2018.
65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.