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
2026
Q3 		– Sell
-6,535
Closed -$204K – 579
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LAM Group
LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

United Advisor Group's IBND Position: Q3 2026 in Review

United Advisor Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2026, closing a stake of 6,535 shares — an estimated $204K sold.

United Advisor Group first reported a position in IBND in Q3 2025 and held it in 2 quarters. The position peaked at $313K in Q3 2025. 91 funds tracked by Wall St. Rank hold IBND as of Q3 2026.

  • United Advisor Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • United Advisor Group sold 6,535 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2026, an estimated $204K.
  • United Advisor Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • United Advisor Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $313K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.