Sharkey, Howes & Javer’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Sharkey, Howes & Javer’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
2016 Q2	–	Sell	-3	Closed	-$1K	–	253
2016 Q1	$1K	Sell	3 -2,279	-100%	-$71.5K	﹤0.01%	232
2015 Q4	$70K	Sell	2,282 -32	-1%	-$996	0.05%	75
2015 Q3	$79K	Sell	2,314 -1,985	-46%	-$62.5K	0.06%	70
2015 Q2	$135K	Buy	4,299 +184	+4%	+$5.82K	0.1%	36
2015 Q1	$128K	Buy	+4,115	New	+$133K	0.08%	56

Other funds holding IBND

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sharkey, Howes & Javer's IBND Position: Q2 2016 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2016, closing a stake of 3 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in IBND in Q1 2015 and held it in 5 quarters. The position peaked at $135K in Q2 2015. 56 funds tracked by Wall St. Rank hold IBND as of Q2 2016.

Sharkey, Howes & Javer reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
Sharkey, Howes & Javer sold 3 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2016, an estimated $1K.
Sharkey, Howes & Javer first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2015 and held it in 5 quarters.
Sharkey, Howes & Javer's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $135K in Q2 2015.
56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2016, filed 5 Aug 2016.