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

Strategic 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 Q1	–	Sell	-9,317	Closed	-$318K	–	128
2019 Q4	$318K	Sell	9,317 -303	-3%	-$10.2K	0.04%	118
2019 Q3	$320K	Buy	9,620 +212	+2%	+$7.18K	0.04%	122
2019 Q2	$322K	Buy	9,408 +285	+3%	+$9.52K	0.04%	118
2019 Q1	$302K	Buy	9,123 +497	+6%	+$16.5K	0.04%	117
2018 Q4	$284K	Sell	8,626 -207	-2%	-$6.79K	0.04%	120
2018 Q3	$297K	Buy	8,833 +201	+2%	+$6.77K	0.04%	108
2018 Q2	$292K	Buy	+8,632	New	+$299K	0.05%	110
2018 Q1	–	Sell	-8,687	Closed	-$307K	–	111
2017 Q4	$307K	Sell	8,687 -6,647	-43%	-$231K	0.05%	110
2017 Q3	$530K	Sell	15,334 -282	-2%	-$9.71K	0.09%	100
2017 Q2	$519K	Buy	15,616 +508	+3%	+$16.4K	0.09%	98
2017 Q1	$473K	Buy	15,108 +2,085	+16%	+$64.7K	0.09%	99
2016 Q4	$402K	Buy	+13,023	New	+$410K	0.08%	100

Other funds holding IBND

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWP

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

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

Strategic Financial Services's IBND Position: Q1 2020 in Review

Strategic Financial Services sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2020, closing a stake of 9,317 shares — an estimated $318K sold.

Strategic Financial Services first reported a position in IBND in Q4 2016 and held it in 12 quarters. The position peaked at $530K in Q3 2017. 58 funds tracked by Wall St. Rank hold IBND as of Q1 2020.

Strategic Financial Services reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Strategic Financial Services sold 9,317 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2020, an estimated $318K.
Strategic Financial Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
Strategic Financial Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $530K in Q3 2017.
58 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2020.

Based on Strategic Financial Services's 13F filing for Q1 2020, filed 8 May 2020.