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

Iams 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
2024 Q1	–	Sell	-8,322	Closed	-$249K	–	120
2023 Q4	$249K	Buy	+8,322	New	+$235K	0.16%	104
2023 Q1	–	Sell	-32,647	Closed	-$905K	–	108
2022 Q4	$905K	Buy	+32,647	New	+$867K	0.92%	33

Other funds holding IBND

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Iams Wealth Management's IBND Position: Q1 2024 in Review

Iams Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2024, closing a stake of 8,322 shares — an estimated $249K sold.

Iams Wealth Management first reported a position in IBND in Q4 2022 and held it in 2 quarters. The position peaked at $905K in Q4 2022. 70 funds tracked by Wall St. Rank hold IBND as of Q1 2024.

Iams Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Iams Wealth Management sold 8,322 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2024, an estimated $249K.
Iams Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Iams Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $905K in Q4 2022.
70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2024.

Based on Iams Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.