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

Axxcess Wealth Management’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
2026 Q2	$204K	Buy	+9,774	New	+$205K	﹤0.01%	1001
2026 Q1	–	Sell	-10,959	Closed	-$234K	–	563
2025 Q4	$234K	Buy	10,959 +311	+3%	+$6.62K	﹤0.01%	935
2025 Q3	$227K	Buy	10,648 +269	+3%	+$5.72K	﹤0.01%	849
2025 Q2	$222K	Sell	10,379 -128	-1%	-$2.64K	0.01%	816
2025 Q1	$211K	Sell	10,507 -35,596	-77%	-$713K	0.01%	800
2024 Q4	$900K	Buy	46,103 +427	+0.9%	+$8.61K	0.02%	423
2024 Q3	$972K	Sell	45,676 -4,581	-9%	-$94.2K	0.02%	395
2024 Q2	$1,000K	Buy	50,257 +713	+1%	+$14.3K	0.03%	376
2024 Q1	$1.02M	Buy	49,544 +4,376	+10%	+$90.8K	0.03%	369
2023 Q4	$959K	Sell	45,168 -3,038	-6%	-$61.5K	0.03%	367
2023 Q3	$956K	Buy	48,206 +2,084	+5%	+$43.3K	0.03%	332
2023 Q2	$976K	Buy	46,122 +4,967	+12%	+$105K	0.07%	234
2023 Q1	$873K	Buy	41,155 +5,137	+14%	+$108K	0.07%	251
2022 Q4	$741K	Buy	36,018 +7,362	+26%	+$145K	0.06%	281
2022 Q3	$544K	Buy	28,656 +1,958	+7%	+$39.5K	0.05%	303
2022 Q2	$546K	Buy	26,698 +10,088	+61%	+$215K	0.05%	294
2022 Q1	$378K	Buy	16,610 +1,435	+9%	+$33.9K	0.03%	421
2021 Q4	$371K	Buy	+15,175	New	+$375K	0.03%	424

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's EBND Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2026: 9,774 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EBND as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EBND in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2024. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Axxcess Wealth Management held 9,774 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $204K as of Q2 2026.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1001 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.02M in Q1 2024.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.