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

Cahill Financial Advisors’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
2024 Q3	–	Sell	-11,966	Closed	-$238K	–	257
2024 Q2	$238K	Sell	11,966 -96	-0.8%	-$1.93K	0.03%	241
2024 Q1	$247K	Sell	12,062 -473	-4%	-$9.81K	0.03%	237
2023 Q4	$266K	Sell	12,535 -211	-2%	-$4.27K	0.04%	213
2023 Q3	$253K	Buy	12,746 +101	+0.8%	+$2.1K	0.04%	215
2023 Q2	$268K	Buy	12,645 +2,082	+20%	+$44K	0.04%	207
2023 Q1	$224K	Sell	10,563 -708	-6%	-$14.9K	0.04%	219
2022 Q4	$232K	Buy	+11,271	New	+$222K	0.04%	208
2021 Q4	–	Sell	-618	Closed	-$15K	–	379
2021 Q3	$15K	Buy	+618	New	+$16.1K	﹤0.01%	490

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

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

Cahill Financial Advisors's EBND Position: Q3 2024 in Review

Cahill Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2024, closing a stake of 11,966 shares — an estimated $238K sold.

Cahill Financial Advisors first reported a position in EBND in Q3 2021 and held it in 8 quarters. The position peaked at $268K in Q2 2023. 193 funds tracked by Wall St. Rank hold EBND as of Q3 2024.

Cahill Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2024 after selling out during the quarter.
Cahill Financial Advisors sold 11,966 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2024, an estimated $238K.
Cahill Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2021 and held it in 8 quarters.
Cahill Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $268K in Q2 2023.
193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2024.

Based on Cahill Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.