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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,159
Closed -$514K 84
2023
Q4
$514K Sell
17,159
-3,433
-17% -$103K 0.2% 44
2023
Q3
$559K Sell
20,592
-940
-4% -$25.5K 0.24% 39
2023
Q2
$611K Buy
21,532
+12,403
+136% +$352K 0.26% 32
2023
Q1
$261K Buy
+9,129
New +$261K 0.12% 50