MA
IBND icon

Montag & Associates’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Montag & Associates’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 		– Sell
-1,608
Closed -$51.6K – 968
2025
Q4 		$51.6K Hold
1,608
– – ﹤0.01% 596
2025
Q3 		$51.9K Hold
1,608
– – ﹤0.01% 590
2025
Q2 		$52.4K Hold
1,608
– – ﹤0.01% 578
2025
Q1 		$47.4K Buy
+1,608
New +$46.3K ﹤0.01% 627

Other funds holding IBND

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Montag & Associates's IBND Position: Q1 2026 in Review

Montag & Associates sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2026, closing a stake of 1,608 shares — an estimated $51.6K sold.

Montag & Associates first reported a position in IBND in Q1 2025 and held it in 4 quarters. The position peaked at $52.4K in Q2 2025. 127 funds tracked by Wall St. Rank hold IBND as of Q1 2026.

  • Montag & Associates reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 1,608 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2026, an estimated $51.6K.
  • Montag & Associates first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Montag & Associates's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $52.4K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.