Haven Private’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Haven Private’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	$1.09M	Sell	35,087 -2,020	-5%	-$63.6K	0.42%	50
2026 Q1	$1.15M	Sell	37,107 -284	-0.8%	-$9.09K	0.5%	46
2025 Q4	$1.2M	Buy	37,391 +3,049	+9%	+$97.4K	0.53%	43
2025 Q3	$1.11M	Buy	34,342 +8,053	+31%	+$259K	0.49%	46
2025 Q2	$857K	Buy	26,289 +5,337	+25%	+$166K	0.38%	64
2025 Q1	$618K	Sell	20,952 -3,288	-14%	-$94.7K	0.35%	71
2024 Q4	$687K	Buy	+24,240	New	+$711K	0.38%	65

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

Haven Private's IBND Position: Q2 2026 in Review

Haven Private reduced its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 5.4% in Q2 2026, selling an estimated $63.6K and leaving 35,087 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #50.

Haven Private first reported a position in IBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 116 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

Haven Private held 35,087 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $1.09M as of Q2 2026.
Haven Private sold 2,020 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2026, an estimated $63.6K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.42% of Haven Private's portfolio in Q2 2026, its #50 holding.
Haven Private first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Haven Private's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.2M in Q4 2025.
116 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.