Beaumont Financial Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Beaumont Financial Advisors’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
2021 Q3	–	Sell	-470,403	Closed	-$12.4M	–	360
2021 Q2	$12.4M	Buy	470,403 +61,197	+15%	+$1.63M	0.95%	35
2021 Q1	$10.6M	Buy	409,206 +395,631	+2,914%	+$10.7M	0.9%	34
2020 Q4	$381K	Buy	+13,575	New	+$368K	0.03%	232

Other funds holding EBND

CSIA

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

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

MERSOM

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Financial Advisors's EBND Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2021, closing a stake of 470,403 shares — an estimated $12.4M sold.

Beaumont Financial Advisors first reported a position in EBND in Q4 2020 and held it in 3 quarters. The position peaked at $12.4M in Q2 2021. 149 funds tracked by Wall St. Rank hold EBND as of Q3 2021.

Beaumont Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 470,403 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2021, an estimated $12.4M.
Beaumont Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2020 and held it in 3 quarters.
Beaumont Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $12.4M in Q2 2021.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.