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

BerganKDV 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 Q1	–	Sell	-123	Closed	-$2.53K	–	1073
2022 Q4	$2.53K	Buy	+123	New	+$2.42K	﹤0.01%	773
2022 Q1	–	Sell	-29	Closed	-$1K	–	1015
2021 Q4	$1K	Sell	29 -29	-50%	-$717	﹤0.01%	972
2021 Q3	$1K	Buy	+58	New	+$1.51K	﹤0.01%	953
2021 Q1	–	Sell	-219	Closed	-$6K	–	948
2020 Q4	$6K	Buy	+219	New	+$5.94K	﹤0.01%	635
2020 Q1	–	Sell	-280	Closed	-$8K	–	938
2019 Q4	$8K	Buy	+280	New	+$7.69K	﹤0.01%	546

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BerganKDV Wealth Management's EBND Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2023, closing a stake of 123 shares — an estimated $2.53K sold.

BerganKDV Wealth Management first reported a position in EBND in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 181 funds tracked by Wall St. Rank hold EBND as of Q1 2023.

BerganKDV Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 123 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2023, an estimated $2.53K.
BerganKDV Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and held it in 5 quarters.
BerganKDV Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $8K in Q4 2019.
181 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.