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

Spire 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
2023 Q1	–	Sell	-78	Closed	-$2K	–	2531
2022 Q4	$2K	Buy	+78	New	+$2.07K	﹤0.01%	2053
2022 Q2	–	Sell	-78	Closed	-$2K	–	2748
2022 Q1	$2K	Buy	+78	New	+$2.58K	﹤0.01%	2397
2021 Q2	–	Sell	-420	Closed	-$15K	–	2754
2021 Q1	$15K	Buy	+420	New	+$15.5K	﹤0.01%	2262

Other funds holding IBND

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

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

RJFSA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LPAM

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

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

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

Spire Wealth Management's IBND Position: Q1 2023 in Review

Spire Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2023, closing a stake of 78 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in IBND in Q1 2021 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 69 funds tracked by Wall St. Rank hold IBND as of Q1 2023.

Spire Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 78 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2023, an estimated $2K.
Spire Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $15K in Q1 2021.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.