Sutton Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Sutton Wealth Advisors’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
2019 Q2	–	Sell	-62	Closed	-$2.06K	–	1189
2019 Q1	$2.06K	Sell	62 -1,070	-95%	-$35.5K	﹤0.01%	1047
2018 Q4	$37.3K	Sell	1,132 -3,078	-73%	-$101K	0.02%	337
2018 Q3	$141K	Hold	4,210	–	–	0.09%	163
2018 Q2	$142K	Sell	4,210 -9	-0.2%	-$312	0.1%	162
2018 Q1	$152K	Hold	4,219	–	–	0.11%	151
2017 Q4	$149K	Sell	4,219 -308	-7%	-$10.7K	0.11%	155
2017 Q3	$156K	Sell	4,527 -438	-9%	-$15.1K	0.12%	146
2017 Q2	$165K	Sell	4,965 -195	-4%	-$6.31K	0.13%	137
2017 Q1	$162K	Sell	5,160 -5,167	-50%	-$160K	0.14%	130
2016 Q4	$319K	Sell	10,327 -196	-2%	-$6.16K	0.29%	62
2016 Q3	$352K	Sell	10,523 -1,073	-9%	-$35.6K	0.32%	53
2016 Q2	$377K	Sell	11,596 -789	-6%	-$25.9K	0.36%	50
2016 Q1	$407K	Buy	+12,385	New	+$389K	0.39%	47

Other funds holding IBND

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 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

APW

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

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

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

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

CCWA

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Sutton Wealth Advisors's IBND Position: Q2 2019 in Review

Sutton Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2019, closing a stake of 62 shares — an estimated $2.06K sold.

Sutton Wealth Advisors first reported a position in IBND in Q1 2016 and held it in 13 quarters. The position peaked at $407K in Q1 2016. 70 funds tracked by Wall St. Rank hold IBND as of Q2 2019.

Sutton Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 62 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2019, an estimated $2.06K.
Sutton Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2016 and held it in 13 quarters.
Sutton Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $407K in Q1 2016.
70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2019.

Based on Sutton Wealth Advisors's 13F filing for Q2 2019, filed 6 Nov 2023.