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

BOK Financial Private 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
2025 Q1	–	Sell	-970	Closed	-$18.9K	–	533
2024 Q4	$18.9K	Hold	970	–	–	﹤0.01%	332
2024 Q3	$20.6K	Hold	970	–	–	﹤0.01%	339
2024 Q2	$19.3K	Hold	970	–	–	﹤0.01%	340
2024 Q1	$19.9K	Buy	+970	New	+$20.1K	﹤0.01%	328

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BOK Financial Private Wealth's EBND Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 970 shares — an estimated $18.9K sold.

BOK Financial Private Wealth first reported a position in EBND in Q1 2024 and held it in 4 quarters. The position peaked at $20.6K in Q3 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

BOK Financial Private Wealth reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 970 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $18.9K.
BOK Financial Private Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2024 and held it in 4 quarters.
BOK Financial Private Wealth's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $20.6K in Q3 2024.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.