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

Bogart Wealth LLC’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	-26	Closed	-$555	–	1611
2025 Q3	$555	Sell	26 -322	-93%	-$6.85K	﹤0.01%	1389
2025 Q2	$7.45K	Buy	+348	New	+$7.19K	﹤0.01%	850
2020 Q4	–	Sell	-44	Closed	-$1K	–	467
2020 Q3	$1K	Hold	44	–	–	﹤0.01%	404
2020 Q2	$1K	Buy	44 +1	+2%	+$26	﹤0.01%	411
2020 Q1	$1K	Buy	+43	New	+$1.15K	﹤0.01%	385

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

Bogart Wealth LLC's EBND Position: Q4 2025 in Review

Bogart Wealth LLC sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2025, closing a stake of 26 shares — an estimated $555 sold.

Bogart Wealth LLC first reported a position in EBND in Q1 2020 and held it in 5 quarters. The position peaked at $7.45K in Q2 2025. 218 funds tracked by Wall St. Rank hold EBND as of Q4 2025.

Bogart Wealth LLC reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 26 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2025, an estimated $555.
Bogart Wealth LLC first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2020 and held it in 5 quarters.
Bogart Wealth LLC's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $7.45K in Q2 2025.
218 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.