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

Balboa Wealth Partners’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 		– Sell
-11,259
Closed -$232K – 480
2026
Q1 		$232K Buy
11,259
+168
+2% +$3.59K 0.04% 372
2025
Q4 		$237K Buy
11,091
+311
+3% +$6.62K 0.04% 337
2025
Q3 		$230K Buy
10,780
+269
+3% +$5.72K 0.04% 326
2025
Q2 		$225K Buy
10,511
+4
+0% +$83 0.05% 304
2025
Q1 		$211K Sell
10,507
-9,581
-48% -$192K 0.05% 257
2024
Q4 		$392K Buy
20,088
+1,316
+7% +$26.5K 0.09% 168
2024
Q3 		$399K Sell
18,772
-446
-2% -$9.18K 0.1% 161
2024
Q2 		$382K Buy
19,218
+675
+4% +$13.6K 0.1% 157
2024
Q1 		$380K Buy
18,543
+4,654
+34% +$96.6K 0.11% 139
2023
Q4 		$295K Sell
13,889
-142
-1% -$2.87K 0.1% 162
2023
Q3 		$278K Buy
14,031
+685
+5% +$14.2K 0.1% 171
2023
Q2 		$282K Buy
13,346
+2,382
+22% +$50.3K 0.1% 172
2023
Q1 		$233K Buy
10,964
+1,207
+12% +$25.4K 0.09% 201
2022
Q4 		$201K Buy
+9,757
New +$192K 0.09% 213

Other funds holding EBND

Charles Schwab
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEI Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's EBND Position: Q2 2026 in Review

Balboa Wealth Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2026, closing a stake of 11,259 shares — an estimated $232K sold.

Balboa Wealth Partners first reported a position in EBND in Q4 2022 and held it in 14 quarters. The position peaked at $399K in Q3 2024. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

  • Balboa Wealth Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 11,259 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $232K.
  • Balboa Wealth Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 14 quarters.
  • Balboa Wealth Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $399K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.