ProVise Management Group’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-55,407
Closed -$1.66M 315
2023
Q4
$1.66M Buy
55,407
+15,029
+37% +$450K 0.14% 138
2023
Q3
$1.1M Buy
+40,378
New +$1.1M 0.1% 163