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Tactical Allocation Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Tactical Allocation Group’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
2014
Q2 		– Sell
-123,098
Closed -$4.59M – 26
2014
Q1 		$4.59M Sell
123,098
-37,350
-23% -$1.38M 1.97% 13
2013
Q4 		$5.88M Buy
+160,448
New +$5.84M 2.14% 13

Other funds holding IBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Tactical Allocation Group's IBND Position: Q2 2014 in Review

Tactical Allocation Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2014, closing a stake of 123,098 shares — an estimated $4.59M sold.

Tactical Allocation Group first reported a position in IBND in Q4 2013 and held it in 2 quarters. The position peaked at $5.88M in Q4 2013. 60 funds tracked by Wall St. Rank hold IBND as of Q2 2014.

  • Tactical Allocation Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Tactical Allocation Group sold 123,098 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2014, an estimated $4.59M.
  • Tactical Allocation Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2013 and held it in 2 quarters.
  • Tactical Allocation Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $5.88M in Q4 2013.
  • 60 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2014.

Based on Tactical Allocation Group's 13F filing for Q2 2014, filed 12 Aug 2014.