Sowell Financial Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Sowell Financial Services’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	-63	Closed	-$2K	–	2764
2020 Q3	$2K	Hold	63	–	–	﹤0.01%	2227
2020 Q2	$2K	Hold	63	–	–	﹤0.01%	2161
2020 Q1	$2K	Hold	63	–	–	﹤0.01%	2073
2019 Q4	$2K	Hold	63	–	–	﹤0.01%	2199
2019 Q3	$2K	Buy	+63	New	+$2.13K	﹤0.01%	2085

Other funds holding IBND

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.22B AUM 23.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.35B AUM 34.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TWP

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

Sowell Financial Services's IBND Position: Q4 2020 in Review

Sowell Financial Services sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2020, closing a stake of 63 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in IBND in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 71 funds tracked by Wall St. Rank hold IBND as of Q4 2020.

Sowell Financial Services reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 63 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2020, an estimated $2K.
Sowell Financial Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $2K in Q3 2020.
71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.