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

Broadview Financial 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
2022 Q2	–	Sell	-38,029	Closed	-$864K	–	44
2022 Q1	$864K	Sell	38,029 -16,398	-30%	-$387K	0.64%	31
2021 Q4	$1.33M	Buy	+54,427	New	+$1.35M	0.95%	24

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

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

Broadview Financial Management's EBND Position: Q2 2022 in Review

Broadview Financial Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2022, closing a stake of 38,029 shares — an estimated $864K sold.

Broadview Financial Management first reported a position in EBND in Q4 2021 and held it in 2 quarters. The position peaked at $1.33M in Q4 2021. 147 funds tracked by Wall St. Rank hold EBND as of Q2 2022.

Broadview Financial Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2022 after selling out during the quarter.
Broadview Financial Management sold 38,029 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2022, an estimated $864K.
Broadview Financial Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 2 quarters.
Broadview Financial Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.33M in Q4 2021.
147 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2022.

Based on Broadview Financial Management's 13F filing for Q2 2022, filed 3 Aug 2022.