Synergy Asset Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Synergy Asset 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
2025 Q4	–	Sell	-234,496	Closed	-$7.64M	–	267
2025 Q3	$7.64M	Buy	234,496 +117,248	+100%	+$3.77M	0.28%	60
2025 Q2	$3.82M	Buy	+117,248	New	+$3.65M	0.44%	42
2025 Q1	–	Sell	-5,911	Closed	-$181K	–	413
2024 Q4	$181K	Buy	+5,911	New	+$173K	0.01%	200
2024 Q1	–	Sell	-333,599	Closed	-$9.98M	–	148
2023 Q4	$9.98M	Buy	333,599 +319,537	+2,272%	+$9.03M	1.79%	21
2023 Q3	$382K	Buy	+14,062	New	+$398K	0.08%	95
2023 Q2	–	Sell	-12,686	Closed	-$362K	–	108
2023 Q1	$362K	Sell	12,686 -342,635	-96%	-$9.62M	0.09%	89
2022 Q4	$9.85M	Buy	+355,321	New	+$9.43M	2.52%	6

Other funds holding IBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Asset Management's IBND Position: Q4 2025 in Review

Synergy Asset Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2025, closing a stake of 234,496 shares — an estimated $7.64M sold.

Synergy Asset Management first reported a position in IBND in Q4 2022 and held it in 7 quarters. The position peaked at $9.98M in Q4 2023. 122 funds tracked by Wall St. Rank hold IBND as of Q4 2025.

Synergy Asset Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 234,496 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2025, an estimated $7.64M.
Synergy Asset Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Synergy Asset Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $9.98M in Q4 2023.
122 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.