Intercontinental Wealth Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Intercontinental Wealth Advisors’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$854K	Hold	29,577	–	–	0.2%	113
2023 Q1	$865K	Buy	+29,577	New	+$858K	0.22%	112

Other funds holding SPBO

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Intercontinental Wealth Advisors's SPBO Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2023 at 29,577 shares worth $854K. The position accounts for 0.2% of the portfolio, ranked #113.

Intercontinental Wealth Advisors first reported a position in SPBO in Q1 2023 and has held it in 2 quarters since. The position peaked at $865K in Q1 2023. 97 funds tracked by Wall St. Rank hold SPBO as of Q2 2023.

Intercontinental Wealth Advisors held 29,577 shares of State Street SPDR Portfolio Corporate Bond ETF worth $854K as of Q2 2023.
Intercontinental Wealth Advisors left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2023.
State Street SPDR Portfolio Corporate Bond ETF made up 0.2% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #113 holding.
Intercontinental Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
Intercontinental Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $865K in Q1 2023.
97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.