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Oxler Private Wealth’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-20
Closed -$2.26K – 203
2022
Q3 		$2.26K Buy
+20
New +$544 ﹤0.01% 422

Other funds holding IBND

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Oxler Private Wealth's IBND Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2022, closing a stake of 20 shares — an estimated $2.26K sold.

Oxler Private Wealth first reported a position in IBND in Q3 2022 and held it in 1 quarter. The position peaked at $2.26K in Q3 2022. 59 funds tracked by Wall St. Rank hold IBND as of Q4 2022.

  • Oxler Private Wealth reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 20 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2022, an estimated $2.26K.
  • Oxler Private Wealth first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $2.26K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.