Wealth Enhancement Advisory Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Wealth Enhancement Advisory Services’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
2021 Q3	–	Sell	-406,637	Closed	-$14.8M	–	311
2021 Q2	$14.8M	Buy	406,637 +13,907	+4%	+$511K	0.24%	54
2021 Q1	$14.3M	Buy	392,730 +36,777	+10%	+$1.36M	0.26%	53
2020 Q4	$13.3M	Buy	355,953 +30,793	+9%	+$1.13M	0.3%	40
2020 Q3	$11.7M	Buy	325,160 +46,997	+17%	+$1.67M	0.31%	39
2020 Q2	$9.74M	Buy	278,163 +43,902	+19%	+$1.43M	0.28%	42
2020 Q1	$7.49M	Sell	234,261 -218,799	-48%	-$7.21M	0.27%	48
2019 Q4	$15.5M	Buy	453,060 +32,985	+8%	+$1.11M	0.55%	31
2019 Q3	$14.1M	Buy	420,075 +26,163	+7%	+$886K	0.57%	29
2019 Q2	$13.3M	Buy	393,912 +15,592	+4%	+$521K	0.59%	26
2019 Q1	$12.6M	Sell	378,320 -47,151	-11%	-$1.56M	0.71%	24
2018 Q4	$13.9M	Sell	425,471 -13,626	-3%	-$447K	0.88%	22
2018 Q3	$14.4M	Buy	439,097 +33,987	+8%	+$1.15M	0.87%	21
2018 Q2	$13.8M	Buy	405,110 +35,886	+10%	+$1.24M	0.85%	22
2018 Q1	$13.3M	Buy	369,224 +33,843	+10%	+$1.22M	0.89%	22
2017 Q4	$12M	Buy	335,381 +41,978	+14%	+$1.46M	0.85%	23
2017 Q3	$10M	Buy	293,403 +16,015	+6%	+$552K	0.83%	24
2017 Q2	$9.2M	Buy	277,388 +30,021	+12%	+$971K	0.85%	24
2017 Q1	$7.74M	Buy	247,367 +26,904	+12%	+$835K	0.82%	26
2016 Q4	$6.81M	Buy	220,463 +56,744	+35%	+$1.78M	0.83%	26
2016 Q3	$5.41M	Buy	163,719 +4,056	+3%	+$135K	0.81%	27
2016 Q2	$5.19M	Buy	159,663 +17,521	+12%	+$575K	0.94%	27
2016 Q1	$4.67M	Buy	142,142 +34,765	+32%	+$1.09M	0.95%	26
2015 Q4	$3.31M	Buy	107,377 +21,241	+25%	+$661K	0.84%	28
2015 Q3	$2.74M	Buy	86,136 +8,404	+11%	+$264K	0.83%	27
2015 Q2	$2.44M	Buy	77,732 +6,977	+10%	+$221K	0.75%	28
2015 Q1	$2.2M	Buy	70,755 +9,876	+16%	+$319K	0.85%	26
2014 Q4	$2.09M	Buy	+60,879	New	+$2.14M	0.82%	27

Other funds holding IBND

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's IBND Position: Q3 2021 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q3 2021, closing a stake of 406,637 shares — an estimated $14.8M sold.

Wealth Enhancement Advisory Services first reported a position in IBND in Q4 2014 and held it in 27 quarters. The position peaked at $15.5M in Q4 2019. 59 funds tracked by Wall St. Rank hold IBND as of Q3 2021.

Wealth Enhancement Advisory Services reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 406,637 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2021, an estimated $14.8M.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2014 and held it in 27 quarters.
Wealth Enhancement Advisory Services's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $15.5M in Q4 2019.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2021.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2021, filed 3 Nov 2021.