Blue Trust Inc’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Blue Trust Inc’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
2025 Q4	–	Sell	-404	Closed	-$8.63K	–	2579
2025 Q3	$8.63K	Buy	404 +125	+45%	+$2.66K	﹤0.01%	1888
2025 Q2	$5.96K	Buy	+279	New	+$5.76K	﹤0.01%	1969
2025 Q1	–	Sell	-102	Closed	-$1.99K	–	2495
2024 Q4	$1.99K	Sell	102 -683	-87%	-$13.8K	﹤0.01%	2209
2024 Q3	$15.6K	Hold	785	–	–	﹤0.01%	2041
2024 Q2	$16.1K	Hold	785	–	–	﹤0.01%	1761
2024 Q1	$16.1K	Buy	+785	New	+$16.3K	﹤0.01%	1312
2023 Q2	–	Sell	-124	Closed	-$3K	–	2139
2023 Q1	$3K	Buy	+124	New	+$2.61K	﹤0.01%	1907
2022 Q4	–	Sell	-482	Closed	-$10K	–	2297
2022 Q3	$10K	Buy	+482	New	+$9.71K	﹤0.01%	1328

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Trust Inc's EBND Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2025, closing a stake of 404 shares — an estimated $8.63K sold.

Blue Trust Inc first reported a position in EBND in Q3 2022 and held it in 8 quarters. The position peaked at $16.1K in Q2 2024. 218 funds tracked by Wall St. Rank hold EBND as of Q4 2025.

Blue Trust Inc reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 404 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2025, an estimated $8.63K.
Blue Trust Inc first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2022 and held it in 8 quarters.
Blue Trust Inc's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $16.1K in Q2 2024.
218 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.