RPg Family Wealth Advisory’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

RPg Family Wealth Advisory’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
2026 Q1	$282K	Sell	9,062 -164	-2%	-$5.25K	0.06%	126
2025 Q4	$296K	Sell	9,226 -857	-8%	-$27.4K	0.07%	110
2025 Q3	$326K	Sell	10,083 -543	-5%	-$17.5K	0.07%	109
2025 Q2	$346K	Sell	10,626 -613	-5%	-$19.1K	0.09%	91
2025 Q1	$331K	Buy	11,239 +309	+3%	+$8.9K	0.09%	93
2024 Q4	$310K	Buy	10,930 +56	+0.5%	+$1.64K	0.11%	71
2024 Q3	$333K	Sell	10,874 -275	-2%	-$8.23K	0.11%	76
2024 Q2	$320K	Buy	11,149 +1,959	+21%	+$56.5K	0.11%	96
2024 Q1	$268K	Buy	+9,190	New	+$268K	0.08%	109

Other funds holding IBND

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return