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

Baystate 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
2023 Q3	–	Sell	-228	Closed	-$4.74K	–	1047
2023 Q2	$4.83K	Buy	+228	New	+$4.81K	﹤0.01%	705
2023 Q1	–	Sell	-580	Closed	-$12K	–	1042
2022 Q4	$12K	Buy	+580	New	+$11.4K	﹤0.01%	535

Other funds holding EBND

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Baystate Wealth Management's EBND Position: Q3 2023 in Review

Baystate Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2023, closing a stake of 228 shares — an estimated $4.74K sold.

Baystate Wealth Management first reported a position in EBND in Q4 2022 and held it in 2 quarters. The position peaked at $12K in Q4 2022. 167 funds tracked by Wall St. Rank hold EBND as of Q3 2023.

Baystate Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 228 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2023, an estimated $4.74K.
Baystate Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 2 quarters.
Baystate Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $12K in Q4 2022.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.