Milestone Asset Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Milestone Asset 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
2026 Q2	–	Sell	-32,357	Closed	-$1.01M	–	275
2026 Q1	$1.01M	Buy	+32,357	New	+$1.04M	0.19%	116
2025 Q4	–	Sell	-33,607	Closed	-$1.09M	–	234
2025 Q3	$1.09M	Buy	33,607 +17,835	+113%	+$574K	0.21%	85
2025 Q2	$514K	Buy	+15,772	New	+$491K	0.11%	141
2025 Q1	–	Sell	-10,934	Closed	-$310K	–	223
2024 Q4	$310K	Buy	+10,934	New	+$321K	0.07%	196
2023 Q1	–	Sell	-180,151	Closed	-$5.17M	–	81
2022 Q4	$5.17M	Buy	+180,151	New	+$4.78M	3.07%	11

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Milestone Asset Management's IBND Position: Q2 2026 in Review

Milestone Asset Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2026, closing a stake of 32,357 shares — an estimated $1.01M sold.

Milestone Asset Management first reported a position in IBND in Q4 2022 and held it in 5 quarters. The position peaked at $5.17M in Q4 2022. 116 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

Milestone Asset Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Milestone Asset Management sold 32,357 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2026, an estimated $1.01M.
Milestone Asset Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Milestone Asset Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $5.17M in Q4 2022.
116 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.