Stifel Financial

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

Stifel Financial’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
2026 Q1	$203K	Buy	6,524 +32	+0.5%	+$1.02K	﹤0.01%	3423
2025 Q4	$208K	Buy	+6,492	New	+$207K	﹤0.01%	3362
2025 Q3	–	Sell	-6,874	Closed	-$224K	–	3588
2025 Q2	$224K	Buy	+6,874	New	+$214K	﹤0.01%	3205
2025 Q1	–	Sell	-39,688	Closed	-$1.13M	–	3483
2024 Q4	$1.13M	Buy	+39,688	New	+$1.16M	﹤0.01%	2178
2024 Q1	–	Sell	-47,673	Closed	-$1.43M	–	3375
2023 Q4	$1.43M	Buy	47,673 +20,314	+74%	+$574K	﹤0.01%	1907
2023 Q3	$742K	Buy	+27,359	New	+$775K	﹤0.01%	2252
2018 Q2	–	Sell	-21,932	Closed	-$788K	–	2752
2018 Q1	$788K	Buy	+21,932	New	+$789K	﹤0.01%	1717

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Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

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

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

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