Partnervest Advisory Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Partnervest Advisory Services’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
2015 Q4	–	Sell	-19,000	Closed	-$596K	–	184
2015 Q3	$596K	Sell	19,000 -1,000	-5%	-$31.5K	0.34%	58
2015 Q2	$629K	Hold	20,000	–	–	0.31%	52
2015 Q1	$622K	Sell	20,000 -15,901	-44%	-$514K	0.32%	55
2014 Q4	$1.23M	Sell	35,901 -84	-0.2%	-$2.95K	0.6%	30
2014 Q3	$1.28M	Buy	35,985 +30,355	+539%	+$1.12M	0.66%	26
2014 Q2	$213K	Sell	5,630 -8,206	-59%	-$308K	0.1%	148
2014 Q1	$517K	Buy	13,836 +1,462	+12%	+$54K	0.23%	63
2013 Q4	$454K	Buy	+12,374	New	+$450K	0.21%	76

Other funds holding IBND

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

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

CCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

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

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

Partnervest Advisory Services's IBND Position: Q4 2015 in Review

Partnervest Advisory Services sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2015, closing a stake of 19,000 shares — an estimated $596K sold.

Partnervest Advisory Services first reported a position in IBND in Q4 2013 and held it in 8 quarters. The position peaked at $1.28M in Q3 2014. 56 funds tracked by Wall St. Rank hold IBND as of Q4 2015.

Partnervest Advisory Services reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Partnervest Advisory Services sold 19,000 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2015, an estimated $596K.
Partnervest Advisory Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2013 and held it in 8 quarters.
Partnervest Advisory Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1.28M in Q3 2014.
56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2015.

Based on Partnervest Advisory Services's 13F filing for Q4 2015, filed 12 Feb 2016.