Avidian Wealth Enterprises’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Avidian Wealth Enterprises’s Portfolio EBND Stock Details EBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-73,103	Closed	-$1.79M	–	516
2021 Q4	$1.79M	Buy	73,103 +3,201	+5%	+$79.1K	0.11%	124
2021 Q3	$1.77M	Buy	69,902 +5,812	+9%	+$151K	0.13%	93
2021 Q2	$1.69M	Buy	64,090 +5,860	+10%	+$156K	0.13%	100
2021 Q1	$1.51M	Buy	58,230 +17,334	+42%	+$471K	0.13%	96
2020 Q4	$1.15M	Buy	+40,896	New	+$1.11M	0.11%	104

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Avidian Wealth Enterprises's EBND Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2022, closing a stake of 73,103 shares — an estimated $1.79M sold.

Avidian Wealth Enterprises first reported a position in EBND in Q4 2020 and held it in 5 quarters. The position peaked at $1.79M in Q4 2021. 150 funds tracked by Wall St. Rank hold EBND as of Q1 2022.

Avidian Wealth Enterprises reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 73,103 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2022, an estimated $1.79M.
Avidian Wealth Enterprises first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2020 and held it in 5 quarters.
Avidian Wealth Enterprises's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.79M in Q4 2021.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.