RWA Wealth Partners’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

RWA Wealth Partners’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
2020 Q4	–	Sell	-24,667	Closed	-$878K	–	237
2020 Q3	$878K	Buy	+24,667	New	+$875K	0.09%	114
2018 Q3	–	Sell	-90,292	Closed	-$3.05M	–	456
2018 Q2	$3.05M	Sell	90,292 -253,470	-74%	-$8.78M	0.34%	72
2018 Q1	$12.4M	Buy	343,762 +71,871	+26%	+$2.59M	1.59%	10
2017 Q4	$9.61M	Buy	271,891 +16,515	+6%	+$573K	1.08%	17
2017 Q3	$8.82M	Buy	+255,376	New	+$8.8M	1%	19

Other funds holding IBND

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

RWA Wealth Partners's IBND Position: Q4 2020 in Review

RWA Wealth Partners sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2020, closing a stake of 24,667 shares — an estimated $878K sold.

RWA Wealth Partners first reported a position in IBND in Q3 2017 and held it in 5 quarters. The position peaked at $12.4M in Q1 2018. 71 funds tracked by Wall St. Rank hold IBND as of Q4 2020.

RWA Wealth Partners reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
RWA Wealth Partners sold 24,667 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2020, an estimated $878K.
RWA Wealth Partners first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
RWA Wealth Partners's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $12.4M in Q1 2018.
71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2020.

Based on RWA Wealth Partners's 13F filing for Q4 2020, filed 26 Jan 2021.