NFG
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NewFocus Financial Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

NewFocus Financial Group’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
2015
Q4 		– Sell
-5,292
Closed -$166K – 67
2015
Q3 		$166K Buy
+5,292
New +$167K 0.13% 50

Other funds holding IBND

LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewFocus Financial Group's IBND Position: Q4 2015 in Review

NewFocus Financial Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2015, closing a stake of 5,292 shares — an estimated $166K sold.

NewFocus Financial Group first reported a position in IBND in Q3 2015 and held it in 1 quarter. The position peaked at $166K in Q3 2015. 56 funds tracked by Wall St. Rank hold IBND as of Q4 2015.

  • NewFocus Financial Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • NewFocus Financial Group sold 5,292 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2015, an estimated $166K.
  • NewFocus Financial Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • NewFocus Financial Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $166K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2015.

Based on NewFocus Financial Group's 13F filing for Q4 2015, filed 9 Feb 2016.