UAG
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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
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 $1.98B AUM 19.17% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's IBND Position: Q4 2025 in Review

United Advisor Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2025, closing a stake of 9,695 shares — an estimated $313K sold.

United Advisor Group first reported a position in IBND in Q3 2025 and held it in 1 quarter. The position peaked at $313K in Q3 2025. 122 funds tracked by Wall St. Rank hold IBND as of Q4 2025.

  • United Advisor Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 9,695 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2025, an estimated $313K.
  • United Advisor Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • United Advisor Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $313K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.