Capital Advisory Group Advisory Services’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q1	–	Sell	-113	Closed	-$3K	–	441
2019 Q4	$3K	Buy	+113	New	+$3.1K	﹤0.01%	181

Other funds holding EBND

CSIA

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Capital Advisory Group Advisory Services's EBND Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2020, closing a stake of 113 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in EBND in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 110 funds tracked by Wall St. Rank hold EBND as of Q1 2020.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 113 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2020, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and held it in 1 quarter.
Capital Advisory Group Advisory Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3K in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.