IWM
IBND icon

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

IHT 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
2017
Q4 		– Sell
-16
Closed -$1K – 1729
2017
Q3 		$1K Sell
16
-15,008
-100% -$517K ﹤0.01% 1316
2017
Q2 		$67 Sell
15,024
-4,231
-22% -$137K 0.03% 437
2017
Q1 		$707K Buy
19,255
+19,239
+120,244% +$597K 0.47% 47
2016
Q4 		$0 Buy
+16
New +$503 ﹤0.01% 1207

Other funds holding IBND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

IHT Wealth Management's IBND Position: Q4 2017 in Review

IHT Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2017, closing a stake of 16 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in IBND in Q4 2016 and held it in 4 quarters. The position peaked at $707K in Q1 2017. 65 funds tracked by Wall St. Rank hold IBND as of Q4 2017.

  • IHT Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 16 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2017, an estimated $1K.
  • IHT Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $707K in Q1 2017.
  • 65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.