MSI Financial Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

MSI Financial Services’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
2016 Q4	$78K	Hold	2,510	–	–	﹤0.01%	1592
2016 Q3	$84K	Buy	2,510 +1,596	+175%	+$53K	﹤0.01%	1514
2016 Q2	$30K	Sell	914 -1,253	-58%	-$41.1K	﹤0.01%	2114
2016 Q1	$71K	Hold	2,167	–	–	﹤0.01%	1531
2015 Q4	$67K	Buy	2,167 +1,583	+271%	+$49.2K	﹤0.01%	1528
2015 Q3	$18K	Hold	584	–	–	﹤0.01%	1768
2015 Q2	$18K	Sell	584 -2,646	-82%	-$83.7K	﹤0.01%	1843
2015 Q1	$100K	Sell	3,230 -125	-4%	-$4.04K	0.01%	1008
2014 Q4	$115K	Buy	3,355 +356	+12%	+$12.5K	0.01%	761
2014 Q3	$106K	Buy	2,999 +1,033	+53%	+$38.1K	0.01%	805
2014 Q2	$74K	Buy	1,966 +1,216	+162%	+$45.6K	0.01%	925
2014 Q1	$28K	Buy	750 +44	+6%	+$1.63K	﹤0.01%	1290
2013 Q4	$26K	Buy	706 +76	+12%	+$2.77K	﹤0.01%	1277
2013 Q3	$23K	Buy	+630	New	+$22.1K	﹤0.01%	1163

Other funds holding IBND

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MSI Financial Services's IBND Position: Q4 2016 in Review

MSI Financial Services held its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) position steady in Q4 2016 at 2,510 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

MSI Financial Services first reported a position in IBND in Q3 2013 and has held it in 14 quarters since. The position peaked at $115K in Q4 2014. 51 funds tracked by Wall St. Rank hold IBND as of Q4 2016.

MSI Financial Services held 2,510 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $78K as of Q4 2016.
MSI Financial Services left its State Street SPDR Bloomberg International Corporate Bond ETF share count unchanged in Q4 2016.
State Street SPDR Bloomberg International Corporate Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1592 holding.
MSI Financial Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2013 and has held it in 14 quarters since.
MSI Financial Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $115K in Q4 2014.
51 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.