West Wealth Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

West Wealth 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
2024 Q1	–	Sell	-17,159	Closed	-$514K	–	84
2023 Q4	$514K	Sell	17,159 -3,433	-17%	-$97K	0.2%	44
2023 Q3	$559K	Sell	20,592 -940	-4%	-$26.6K	0.24%	39
2023 Q2	$611K	Buy	21,532 +12,403	+136%	+$352K	0.26%	32
2023 Q1	$261K	Buy	+9,129	New	+$256K	0.12%	50

Other funds holding IBND

CCA

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

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

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIP

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

NEWAS

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

West Wealth Group's IBND Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2024, closing a stake of 17,159 shares — an estimated $514K sold.

West Wealth Group first reported a position in IBND in Q1 2023 and held it in 4 quarters. The position peaked at $611K in Q2 2023. 70 funds tracked by Wall St. Rank hold IBND as of Q1 2024.

West Wealth Group reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
West Wealth Group sold 17,159 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2024, an estimated $514K.
West Wealth Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
West Wealth Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $611K in Q2 2023.
70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.