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

Next 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
2021 Q4	$67K	Buy	1,940 +207	+12%	+$7.21K	﹤0.01%	1342
2021 Q3	$61K	Hold	1,733	–	–	﹤0.01%	1324
2021 Q2	$63K	Buy	1,733 +1	+0.1%	+$37	0.01%	1294
2021 Q1	$62K	Hold	1,732	–	–	0.01%	1199
2020 Q4	$66K	Buy	1,732 +1	+0.1%	+$37	0.01%	1100
2020 Q3	$62K	Buy	+1,731	New	+$61.4K	0.01%	1029
2020 Q2	–	Sell	-1,733	Closed	-$54K	–	1173
2020 Q1	$54K	Hold	1,733	–	–	0.01%	971
2019 Q4	$59K	Buy	1,733 +902	+109%	+$30.4K	0.01%	1126
2019 Q3	$28K	Sell	831 -360	-30%	-$12.2K	﹤0.01%	1318
2019 Q2	$41K	Buy	+1,191	New	+$39.8K	﹤0.01%	1228
2019 Q1	–	Sell	-1,191	Closed	-$39K	–	1845
2018 Q4	$39K	Buy	+1,191	New	+$39.1K	0.01%	878
2017 Q4	–	Sell	-360	Closed	-$12K	–	764
2017 Q3	$12K	Hold	360	–	–	﹤0.01%	1140
2017 Q2	$12K	Hold	360	–	–	﹤0.01%	1257
2017 Q1	$12K	Hold	360	–	–	﹤0.01%	1211
2016 Q4	$11K	Hold	360	–	–	﹤0.01%	1603
2016 Q3	$12K	Hold	360	–	–	﹤0.01%	1579
2016 Q2	$11K	Hold	360	–	–	﹤0.01%	1165
2016 Q1	$11K	Hold	360	–	–	﹤0.01%	1128
2015 Q4	$11K	Hold	360	–	–	﹤0.01%	1139
2015 Q3	$11K	Hold	360	–	–	﹤0.01%	1174
2015 Q2	$11K	Hold	360	–	–	﹤0.01%	1229
2015 Q1	$11K	Hold	360	–	–	﹤0.01%	1207
2014 Q4	$12K	Sell	360 -398	-53%	-$14K	﹤0.01%	1168
2014 Q3	$27K	Buy	+758	New	+$28K	0.01%	1248

Other funds holding IBND

CCA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCWA

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Next Financial Group's IBND Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 12% in Q4 2021, buying an estimated $7.21K and bringing the position to 1,940 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Next Financial Group first reported a position in IBND in Q3 2014 and has held it in 24 quarters since. 59 funds tracked by Wall St. Rank hold IBND as of Q4 2021.

Next Financial Group held 1,940 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $67K as of Q4 2021.
Next Financial Group bought 207 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2021, an estimated $7.21K.
State Street SPDR Bloomberg International Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1342 holding.
Next Financial Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2014 and has held it in 24 quarters since.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.