OneDigital Investment Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-697	Closed	-$24K	–	833
2019 Q2	$24K	Sell	697 -24,173	-97%	-$808K	﹤0.01%	757
2019 Q1	$824K	Buy	24,870 +1,182	+5%	+$39.2K	0.12%	126
2018 Q4	$780K	Buy	+23,688	New	+$777K	0.13%	119
2018 Q3	–	Sell	-17,251	Closed	-$583K	–	1100
2018 Q2	$583K	Buy	17,251 +3,983	+30%	+$138K	0.12%	110
2018 Q1	$478K	Buy	13,268 +1,124	+9%	+$40.4K	0.11%	132
2017 Q4	$429K	Buy	12,144 +1,539	+15%	+$53.4K	0.05%	145
2017 Q3	$366K	Buy	10,605 +5,120	+93%	+$176K	0.13%	97
2017 Q2	$182K	Buy	+5,485	New	+$177K	0.05%	213

Other funds holding IBND

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

OneDigital Investment Advisors's IBND Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2019, closing a stake of 697 shares — an estimated $24K sold.

OneDigital Investment Advisors first reported a position in IBND in Q2 2017 and held it in 8 quarters. The position peaked at $824K in Q1 2019. 65 funds tracked by Wall St. Rank hold IBND as of Q3 2019.

OneDigital Investment Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 697 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2019, an estimated $24K.
OneDigital Investment Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $824K in Q1 2019.
65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.