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

Bison Wealth’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 Q4	–	Sell	-71	Closed	-$2K	–	380
2021 Q3	$2K	Sell	71 -24	-25%	-$624	﹤0.01%	462
2021 Q2	$3K	Hold	95	–	–	﹤0.01%	444
2021 Q1	$2K	Hold	95	–	–	﹤0.01%	456
2020 Q4	$3K	Buy	95 +74	+352%	+$2.01K	﹤0.01%	392
2020 Q3	$1K	Buy	+21	New	+$558	﹤0.01%	362

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bison Wealth's EBND Position: Q4 2021 in Review

Bison Wealth sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2021, closing a stake of 71 shares — an estimated $2K sold.

Bison Wealth first reported a position in EBND in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 152 funds tracked by Wall St. Rank hold EBND as of Q4 2021.

Bison Wealth reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 71 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2021, an estimated $2K.
Bison Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2020 and held it in 5 quarters.
Bison Wealth's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3K in Q2 2021.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.