N.E.W. Advisory Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

N.E.W. Advisory 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
2026 Q1	$4.25M	Buy	136,901 +1,700	+1%	+$54.4K	0.32%	50
2025 Q4	$4.34M	Buy	+135,201	New	+$4.32M	0.32%	51
2025 Q2	–	Sell	-241,798	Closed	-$7.13M	–	876
2025 Q1	$7.13M	Buy	241,798 +105,934	+78%	+$3.05M	0.55%	40
2024 Q4	$3.85M	Buy	135,864 +6,338	+5%	+$186K	0.37%	46
2024 Q3	$3.96M	Buy	129,526 +2,086	+2%	+$62.4K	0.39%	40
2024 Q2	$3.66M	Buy	127,440 +20,529	+19%	+$592K	0.39%	39
2024 Q1	$3.11M	Buy	106,911 +1,772	+2%	+$51.6K	0.35%	45
2023 Q4	$3.15M	Sell	105,139 -3,484	-3%	-$98.4K	0.38%	40
2023 Q3	$2.95M	Buy	108,623 +2,316	+2%	+$65.6K	0.42%	40
2023 Q2	$3.02M	Buy	106,307 +2,191	+2%	+$62.3K	0.42%	34
2023 Q1	$2.97M	Buy	104,116 +2,401	+2%	+$67.4K	0.43%	33
2022 Q4	$2.82M	Buy	101,715 +5,494	+6%	+$146K	0.44%	32
2022 Q3	$2.41M	Buy	96,221 +6,128	+7%	+$167K	0.44%	34
2022 Q2	$2.53M	Buy	90,093 +25,807	+40%	+$760K	0.44%	33
2022 Q1	$2.31M	Sell	64,286 -19,043	-23%	-$629K	0.44%	34
2021 Q4	$2.88M	Buy	83,329 +1,186	+1%	+$41.3K	0.44%	30
2021 Q3	$2.9M	Buy	82,143 +5,217	+7%	+$189K	0.47%	29
2021 Q2	$2.8M	Buy	76,926 +7,190	+10%	+$264K	0.47%	30
2021 Q1	$2.52M	Buy	69,736 +10,906	+19%	+$403K	0.47%	33
2020 Q4	$2.23M	Sell	58,830 -290	-0.5%	-$10.6K	0.47%	33
2020 Q3	$2.1M	Sell	59,120 -4,284	-7%	-$152K	0.59%	30
2020 Q2	$2.13M	Buy	+63,404	New	+$2.06M	0.66%	29
2019 Q4	$1.45M	Buy	+42,439	New	+$1.43M	0.47%	34

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 $1.98B AUM 19.17% 1-Year Est. Return

LPAM

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

LWL

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

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 $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIP

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

N.E.W. Advisory Services's IBND Position: Q1 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 1.3% in Q1 2026, buying an estimated $54.4K and bringing the position to 136,901 shares worth $4.25M. The position accounts for 0.32% of the portfolio, ranked #50.

N.E.W. Advisory Services first reported a position in IBND in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.13M in Q1 2025. 126 funds tracked by Wall St. Rank hold IBND as of Q1 2026.

N.E.W. Advisory Services held 136,901 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $4.25M as of Q1 2026.
N.E.W. Advisory Services bought 1,700 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2026, an estimated $54.4K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.32% of N.E.W. Advisory Services's portfolio in Q1 2026, its #50 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
N.E.W. Advisory Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $7.13M in Q1 2025.
126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.