Horizon Investments’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Horizon Investments’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
2020 Q4	–	Sell	-15,970	Closed	-$568K	–	230
2020 Q3	$568K	Buy	+15,970	New	+$567K	0.02%	261
2014 Q4	–	Sell	-7,698	Closed	-$273K	–	130
2014 Q3	$273K	Sell	7,698 -78,129	-91%	-$2.88M	0.03%	78
2014 Q2	$3.25M	Hold	85,827	–	–	0.39%	29
2014 Q1	$3.2M	Hold	85,827	–	–	0.42%	27
2013 Q4	$3.15M	Sell	85,827 -203,407	-70%	-$7.4M	0.48%	17
2013 Q3	$10.4M	Buy	+289,234	New	+$10.2M	2.42%	7

Other funds holding IBND

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

Horizon Investments's IBND Position: Q4 2020 in Review

Horizon Investments sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2020, closing a stake of 15,970 shares — an estimated $568K sold.

Horizon Investments first reported a position in IBND in Q3 2013 and held it in 6 quarters. The position peaked at $10.4M in Q3 2013. 71 funds tracked by Wall St. Rank hold IBND as of Q4 2020.

Horizon Investments reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Horizon Investments sold 15,970 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2020, an estimated $568K.
Horizon Investments first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2013 and held it in 6 quarters.
Horizon Investments's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $10.4M in Q3 2013.
71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2020.

Based on Horizon Investments's 13F filing for Q4 2020, filed 16 Feb 2021.