Wealthspire Advisors (Maryland)’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-3,037	Closed	-$101K	–	1161
2019 Q1	$101K	Sell	3,037 -464	-13%	-$15.4K	0.01%	635
2018 Q4	$115K	Sell	3,501 -335	-9%	-$11K	0.01%	561
2018 Q3	$129K	Sell	3,836 -302	-7%	-$10.2K	0.01%	588
2018 Q2	$140K	Sell	4,138 -437	-10%	-$15.1K	0.01%	576
2018 Q1	$165K	Buy	4,575 +1	+0%	+$36	0.02%	533
2017 Q4	$162K	Buy	4,574 +317	+7%	+$11K	0.02%	564
2017 Q3	$147K	Sell	4,257 -195	-4%	-$6.72K	0.02%	575
2017 Q2	$148K	Buy	4,452 +15	+0.3%	+$485	0.02%	551
2017 Q1	$139K	Sell	4,437 -118	-3%	-$3.66K	0.02%	490
2016 Q4	$141K	Buy	4,555 +13	+0.3%	+$409	0.02%	475
2016 Q3	$152K	Buy	4,542 +221	+5%	+$7.34K	0.02%	464
2016 Q2	$141K	Sell	4,321 -41	-0.9%	-$1.35K	0.02%	460
2016 Q1	$143K	Buy	4,362 +241	+6%	+$7.57K	0.03%	434
2015 Q4	$127K	Buy	+4,121	New	+$128K	0.02%	471

Other funds holding IBND

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBND Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2019, closing a stake of 3,037 shares — an estimated $101K sold.

Wealthspire Advisors (Maryland) first reported a position in IBND in Q4 2015 and held it in 14 quarters. The position peaked at $165K in Q1 2018. 70 funds tracked by Wall St. Rank hold IBND as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,037 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2019, an estimated $101K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $165K in Q1 2018.
70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.