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WealthTrust-Arizona’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-17
Closed -$1K – 643
2014
Q3 		$1K Hold
17
– – ﹤0.01% 609
2014
Q2 		$1K Buy
+17
New +$638 ﹤0.01% 600

Other funds holding IBND

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

WealthTrust-Arizona's IBND Position: Q4 2014 in Review

WealthTrust-Arizona sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2014, closing a stake of 17 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in IBND in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 62 funds tracked by Wall St. Rank hold IBND as of Q4 2014.

  • WealthTrust-Arizona reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 17 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $1K in Q3 2014.
  • 62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.