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Realta Investment Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-4,166
Closed -$120K – 527
2024
Q2 		$120K Hold
4,166
– – 0.02% 452
2024
Q1 		$121K Buy
+4,166
New +$121K 0.03% 460
2023
Q4 		– Sell
-8,332
Closed -$236K – 576
2023
Q3 		$236K Hold
8,332
– – 0.05% 345
2023
Q2 		$236K Hold
8,332
– – 0.05% 362
2023
Q1 		$238K Hold
8,332
– – 0.06% 342
2022
Q4 		$231K Hold
8,332
– – 0.06% 361
2022
Q3 		$209K Hold
8,332
– – 0.05% 351
2022
Q2 		$235K Hold
8,332
– – 0.06% 315
2022
Q1 		$266K Hold
8,332
– – 0.05% 325
2021
Q4 		$288K Hold
8,332
– – 0.06% 322
2021
Q3 		$294K Hold
8,332
– – 0.07% 300
2021
Q2 		$302K Hold
8,332
– – 0.07% 288
2021
Q1 		$299K Hold
8,332
– – 0.08% 278
2020
Q4 		$316K Hold
8,332
– – 0.09% 243
2020
Q3 		$297K Buy
+8,332
New +$296K 0.1% 224

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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Realta Investment Advisors's IBND Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2024, closing a stake of 4,166 shares — an estimated $120K sold.

Realta Investment Advisors first reported a position in IBND in Q3 2020 and held it in 15 quarters. The position peaked at $316K in Q4 2020. 67 funds tracked by Wall St. Rank hold IBND as of Q3 2024.

  • Realta Investment Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,166 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2024, an estimated $120K.
  • Realta Investment Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
  • Realta Investment Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $316K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.