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

Omega 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
2026 Q2	$487K	Sell	15,605 -342	-2%	-$10.8K	0.15%	63
2026 Q1	$496K	Sell	15,947 -132	-0.8%	-$4.22K	0.16%	67
2025 Q4	$516K	Sell	16,079 -157	-1%	-$5.02K	0.17%	66
2025 Q3	$524K	Sell	16,236 -155	-0.9%	-$4.99K	0.17%	67
2025 Q2	$534K	Sell	16,391 -2,910	-15%	-$90.6K	0.19%	63
2025 Q1	$569K	Sell	19,301 -686	-3%	-$19.8K	0.22%	55
2024 Q4	$567K	Sell	19,987 -56	-0.3%	-$1.64K	0.21%	56
2024 Q3	$613K	Sell	20,043 -1,554	-7%	-$46.5K	0.23%	55
2024 Q2	$620K	Sell	21,597 -119	-0.5%	-$3.43K	0.25%	59
2024 Q1	$632K	Sell	21,716 -330	-1%	-$9.61K	0.26%	58
2023 Q4	$660K	Sell	22,046 -733	-3%	-$20.7K	0.28%	58
2023 Q3	$618K	Sell	22,779 -332	-1%	-$9.4K	0.3%	58
2023 Q2	$656K	Sell	23,111 -863	-4%	-$24.5K	0.3%	59
2023 Q1	$684K	Sell	23,974 -3,685	-13%	-$104K	0.32%	57
2022 Q4	$767K	Sell	27,659 -5,071	-15%	-$135K	0.4%	53
2022 Q3	$821K	Sell	32,730 -21,762	-40%	-$592K	0.42%	45
2022 Q2	$1.53M	Buy	54,492 +30,352	+126%	+$894K	0.74%	35
2022 Q1	$770K	Sell	24,140 -5,580	-19%	-$184K	0.33%	45
2021 Q4	$1.03M	Sell	29,720 -8,931	-23%	-$311K	0.46%	40
2021 Q3	$1.36M	Sell	38,651 -14,915	-28%	-$541K	0.65%	39
2021 Q2	$1.94M	Sell	53,566 -9,259	-15%	-$341K	0.94%	37
2021 Q1	$2.25M	Sell	62,825 -202	-0.3%	-$7.47K	1.14%	35
2020 Q4	$2.39M	Buy	63,027 +54	+0.1%	+$1.98K	1.29%	33
2020 Q3	$2.24M	Sell	62,973 -523	-0.8%	-$18.6K	1.36%	33
2020 Q2	$2.13M	Sell	63,496 -4,166	-6%	-$136K	1.37%	33
2020 Q1	$2.1M	Sell	67,662 -30,040	-31%	-$990K	1.59%	28
2019 Q4	$3.34M	Buy	97,702 +2,093	+2%	+$70.5K	2.19%	17
2019 Q3	$3.18M	Buy	95,609 +1,335	+1%	+$45.2K	2.23%	17
2019 Q2	$3.22M	Buy	94,274 +1,161	+1%	+$38.8K	2.38%	15
2019 Q1	$3.09M	Buy	93,113 +1,224	+1%	+$40.6K	2.28%	16
2018 Q4	$3.03M	Buy	+91,889	New	+$3.01M	2.67%	14

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

Omega Financial Group's IBND Position: Q2 2026 in Review

Omega Financial Group reduced its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 2.1% in Q2 2026, selling an estimated $10.8K and leaving 15,605 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #63.

Omega Financial Group first reported a position in IBND in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.34M in Q4 2019. 32 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

Omega Financial Group held 15,605 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $487K as of Q2 2026.
Omega Financial Group sold 342 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2026, an estimated $10.8K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.15% of Omega Financial Group's portfolio in Q2 2026, its #63 holding.
Omega Financial Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
Omega Financial Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $3.34M in Q4 2019.
32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.