Selective Wealth Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-1,190	Closed	-$30K	–	389
2022 Q3	$30K	Sell	1,190 -136	-10%	-$3.7K	0.01%	366
2022 Q2	$37K	Buy	1,326 +649	+96%	+$19.1K	0.01%	367
2022 Q1	$22K	Buy	+677	New	+$22.4K	0.01%	430

Other funds holding IBND

CCA

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

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

LPAM

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Selective Wealth Management's IBND Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2022, closing a stake of 1,190 shares — an estimated $30K sold.

Selective Wealth Management first reported a position in IBND in Q1 2022 and held it in 3 quarters. The position peaked at $37K in Q2 2022. 59 funds tracked by Wall St. Rank hold IBND as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,190 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2022, an estimated $30K.
Selective Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $37K in Q2 2022.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.