Twele Capital Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Twele Capital 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
2015 Q1	–	Sell	-5,925	Closed	-$204K	–	63
2014 Q4	$204K	Hold	5,925	–	–	0.06%	61
2014 Q3	$210K	Hold	5,925	–	–	0.06%	61
2014 Q2	$224K	Hold	5,925	–	–	0.07%	59
2014 Q1	$221K	Buy	5,925 +135	+2%	+$4.99K	0.07%	62
2013 Q4	$212K	Hold	5,790	–	–	0.07%	62
2013 Q3	$209K	Buy	+5,790	New	+$203K	0.07%	60

Other funds holding IBND

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

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Twele Capital Management's IBND Position: Q1 2015 in Review

Twele Capital Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2015, closing a stake of 5,925 shares — an estimated $204K sold.

Twele Capital Management first reported a position in IBND in Q3 2013 and held it in 6 quarters. The position peaked at $224K in Q2 2014. 63 funds tracked by Wall St. Rank hold IBND as of Q1 2015.

Twele Capital Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
Twele Capital Management sold 5,925 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2015, an estimated $204K.
Twele Capital Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2013 and held it in 6 quarters.
Twele Capital Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $224K in Q2 2014.
63 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2015.

Based on Twele Capital Management's 13F filing for Q1 2015, filed 15 Apr 2015.