United Advisor Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

United Advisor 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
2026 Q2	$204K	Buy	+6,535	New	+$206K	0.02%	521
2025 Q4	–	Sell	-9,695	Closed	-$313K	–	497
2025 Q3	$313K	Buy	+9,695	New	+$312K	0.04%	347

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

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

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

AIP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

United Advisor Group's IBND Position: Q2 2026 in Review

United Advisor Group opened a new position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2026: 6,535 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #521 among its holdings. This is a return to the name: United Advisor Group previously reported a position in IBND as recently as Q3 2025.

United Advisor Group first reported a position in IBND in Q3 2025 and has held it in 2 quarters since. The position peaked at $313K in Q3 2025. 116 funds tracked by Wall St. Rank hold IBND as of Q2 2026.

United Advisor Group held 6,535 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $204K as of Q2 2026.
State Street SPDR Bloomberg International Corporate Bond ETF was a new United Advisor Group position in Q2 2026.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #521 holding.
United Advisor Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
United Advisor Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $313K in Q3 2025.
116 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.