PWM
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ParenteBeard Wealth Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

ParenteBeard Wealth Management’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
2014
Q4 		$202K Buy
+6,930
New +$243K 2.39% 10

Other funds holding IBND

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

ParenteBeard Wealth Management's IBND Position: Q4 2014 in Review

ParenteBeard Wealth Management opened a new position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2014: 6,930 shares worth $202K. The stake represents 2.39% of the portfolio and ranks #10 among its holdings.

62 funds tracked by Wall St. Rank hold IBND as of Q4 2014.

  • ParenteBeard Wealth Management held 6,930 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $202K as of Q4 2014.
  • State Street SPDR Bloomberg International Corporate Bond ETF was a new ParenteBeard Wealth Management position in Q4 2014.
  • State Street SPDR Bloomberg International Corporate Bond ETF made up 2.39% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #10 holding.
  • 62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.