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

Belpointe Asset 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 Q2	–	Sell	-1,437	Closed	-$30.5K	–	1325
2023 Q1	$30.5K	Buy	1,437 +249	+21%	+$5.24K	﹤0.01%	2041
2022 Q4	$24.4K	Buy	+1,188	New	+$23.4K	﹤0.01%	2041
2021 Q3	–	Sell	-4,287	Closed	-$113K	–	1185
2021 Q2	$113K	Buy	+4,287	New	+$114K	0.01%	1077

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

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

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

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

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

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

Belpointe Asset Management's EBND Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2023, closing a stake of 1,437 shares — an estimated $30.5K sold.

Belpointe Asset Management first reported a position in EBND in Q2 2021 and held it in 3 quarters. The position peaked at $113K in Q2 2021. 176 funds tracked by Wall St. Rank hold EBND as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,437 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2023, an estimated $30.5K.
Belpointe Asset Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2021 and held it in 3 quarters.
Belpointe Asset Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $113K in Q2 2021.
176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.