WealthSource Partners’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

WealthSource Partners’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
2022 Q2	–	Sell	-7,215	Closed	-$230K	–	554
2022 Q1	$230K	Buy	+7,215	New	+$238K	0.02%	516
2019 Q3	–	Sell	-8,134	Closed	-$278K	–	445
2019 Q2	$278K	Buy	8,134 +284	+4%	+$9.49K	0.04%	349
2019 Q1	$260K	Buy	7,850 +454	+6%	+$15K	0.06%	278
2018 Q4	$244K	Sell	7,396 -101	-1%	-$3.31K	0.07%	239
2018 Q3	$252K	Buy	7,497 +406	+6%	+$13.7K	0.07%	246
2018 Q2	$240K	Buy	7,091 +102	+1%	+$3.53K	0.07%	244
2018 Q1	$252K	Sell	6,989 -356	-5%	-$12.8K	0.08%	234
2017 Q4	$260K	Buy	7,345 +383	+6%	+$13.3K	0.08%	232
2017 Q3	$241K	Buy	+6,962	New	+$240K	0.08%	236

Other funds holding IBND

CCA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

ZCM

Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

WealthSource Partners's IBND Position: Q2 2022 in Review

WealthSource Partners sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2022, closing a stake of 7,215 shares — an estimated $230K sold.

WealthSource Partners first reported a position in IBND in Q3 2017 and held it in 9 quarters. The position peaked at $278K in Q2 2019. 52 funds tracked by Wall St. Rank hold IBND as of Q2 2022.

WealthSource Partners reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 7,215 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2022, an estimated $230K.
WealthSource Partners first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q3 2017 and held it in 9 quarters.
WealthSource Partners's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $278K in Q2 2019.
52 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.