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

Legacy Private Trust’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
2013
Q3 		– Sell
-305,431
Closed -$10.5M – 199
2013
Q2 		$10.5M Buy
+305,431
New +$10.7M 2.46% 13

Other funds holding IBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legacy Private Trust's IBND Position: Q3 2013 in Review

Legacy Private Trust sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2013, closing a stake of 305,431 shares — an estimated $10.5M sold.

Legacy Private Trust first reported a position in IBND in Q2 2013 and held it in 1 quarter. The position peaked at $10.5M in Q2 2013. 41 funds tracked by Wall St. Rank hold IBND as of Q3 2013.

  • Legacy Private Trust reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Legacy Private Trust sold 305,431 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2013, an estimated $10.5M.
  • Legacy Private Trust first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Legacy Private Trust's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $10.5M in Q2 2013.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2013.

Based on Legacy Private Trust's 13F filing for Q3 2013, filed 8 Oct 2013.