Simplicity Solutions’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-25,708	Closed	-$974K	–	713
2020 Q4	$974K	Buy	25,708 +4,448	+21%	+$163K	0.01%	545
2020 Q3	$757K	Buy	21,260 +1,140	+6%	+$40.4K	0.01%	554
2020 Q2	$676K	Buy	20,120 +3,730	+23%	+$121K	0.01%	573
2020 Q1	$509K	Sell	16,390 -109,796	-87%	-$3.62M	0.02%	478
2019 Q4	$4.31M	Buy	+126,186	New	+$4.25M	0.13%	139

Other funds holding IBND

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

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

CCWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Simplicity Solutions's IBND Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2021, closing a stake of 25,708 shares — an estimated $974K sold.

Simplicity Solutions first reported a position in IBND in Q4 2019 and held it in 5 quarters. The position peaked at $4.31M in Q4 2019. 72 funds tracked by Wall St. Rank hold IBND as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 25,708 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2021, an estimated $974K.
Simplicity Solutions first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Simplicity Solutions's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $4.31M in Q4 2019.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.