PS
IBND icon

Planned Solutions’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-2,072
Closed -$63.4K – 348
2024
Q3 		$63.4K Buy
+2,072
New +$62K 0.03% 269
2024
Q1 		– Sell
-2,072
Closed -$62K – 292
2023
Q4 		$62K Buy
+2,072
New +$58.5K 0.03% 252

Other funds holding IBND

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planned Solutions's IBND Position: Q4 2024 in Review

Planned Solutions sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2024, closing a stake of 2,072 shares — an estimated $63.4K sold.

Planned Solutions first reported a position in IBND in Q4 2023 and held it in 2 quarters. The position peaked at $63.4K in Q3 2024. 86 funds tracked by Wall St. Rank hold IBND as of Q4 2024.

  • Planned Solutions reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,072 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2024, an estimated $63.4K.
  • Planned Solutions first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $63.4K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.