Royal Fund Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Royal Fund 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
2018 Q4	–	Sell	-194	Closed	-$6K	–	611
2018 Q3	$6K	Sell	194 -123,809	-100%	-$4.17M	﹤0.01%	367
2018 Q2	$4.19M	Buy	124,003 +117,196	+1,722%	+$4.06M	1.38%	28
2018 Q1	$245K	Buy	+6,807	New	+$245K	0.09%	104

Other funds holding IBND

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

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

CCA

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Royal Fund Management's IBND Position: Q4 2018 in Review

Royal Fund Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2018, closing a stake of 194 shares — an estimated $6K sold.

Royal Fund Management first reported a position in IBND in Q1 2018 and held it in 3 quarters. The position peaked at $4.19M in Q2 2018. 75 funds tracked by Wall St. Rank hold IBND as of Q4 2018.

Royal Fund Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Royal Fund Management sold 194 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2018, an estimated $6K.
Royal Fund Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
Royal Fund Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $4.19M in Q2 2018.
75 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2018.

Based on Royal Fund Management's 13F filing for Q4 2018, filed 7 May 2020.