NewSquare Capital’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

NewSquare Capital’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	-179,491	Closed	-$5.76M	–	216
2025 Q4	$5.76M	Sell	179,491 -66,372	-27%	-$2.12M	0.51%	52
2025 Q3	$7.94M	Buy	245,863 +10,032	+4%	+$323K	0.54%	59
2025 Q2	$7.69M	Buy	+235,831	New	+$7.34M	0.57%	49
2024 Q1	–	Sell	-2,107	Closed	-$63.1K	–	487
2023 Q4	$63.1K	Sell	2,107 -267,365	-99%	-$7.55M	0.01%	180
2023 Q3	$7.31M	Sell	269,472 -2,410	-0.9%	-$68.3K	0.77%	33
2023 Q2	$7.72M	Buy	+271,882	New	+$7.73M	0.8%	32
2021 Q4	–	Sell	-495	Closed	-$17.3K	–	375
2021 Q3	$17K	Sell	495 -237,015	-100%	-$8.6M	﹤0.01%	242
2021 Q2	$8.62M	Sell	237,510 -4,200	-2%	-$154K	1.02%	26
2021 Q1	$8.66M	Sell	241,710 -8,320	-3%	-$308K	1.13%	25
2020 Q4	$9.48M	Sell	250,030 -10,316	-4%	-$379K	1.33%	21
2020 Q3	$9.27M	Buy	+260,346	New	+$9.24M	1.49%	21
2018 Q2	–	Sell	-249,750	Closed	-$8.99M	–	318
2018 Q1	$8.99M	Buy	+249,750	New	+$8.99M	1.96%	16
2015 Q1	–	Sell	-142,140	Closed	-$4.88M	–	329
2014 Q4	$4.88M	Sell	142,140 -170	-0.1%	-$5.97K	1.64%	24
2014 Q3	$5.04M	Sell	142,310 -57,593	-29%	-$2.12M	1.79%	17
2014 Q2	$7.57M	Buy	199,903 +31,935	+19%	+$1.2M	2.71%	7
2014 Q1	$6.27M	Buy	167,968 +15,813	+10%	+$584K	2.52%	10
2013 Q4	$5.58M	Sell	152,155 -8,350	-5%	-$304K	2.7%	9
2013 Q3	$5.79M	Buy	160,505 +5,010	+3%	+$176K	2.78%	10
2013 Q2	$5.33M	Buy	+155,495	New	+$5.44M	2.64%	11

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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

NewSquare Capital's IBND Position: Q1 2026 in Review

NewSquare Capital sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2026, closing a stake of 179,491 shares — an estimated $5.76M sold.

NewSquare Capital first reported a position in IBND in Q2 2013 and held it in 19 quarters. The position peaked at $9.48M in Q4 2020. 127 funds tracked by Wall St. Rank hold IBND as of Q1 2026.

NewSquare Capital reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
NewSquare Capital sold 179,491 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2026, an estimated $5.76M.
NewSquare Capital first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
NewSquare Capital's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $9.48M in Q4 2020.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.