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 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

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

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

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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