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

Carroll Financial Associates’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 Q4	–	Sell	-5	Closed	–	–	1557
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1533
2020 Q2	$0	Hold	5	–	–	﹤0.01%	1555
2020 Q1	$0	Hold	5	–	–	﹤0.01%	1498
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1562
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1558
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1596
2019 Q1	$0	Buy	+5	New	+$136	﹤0.01%	1390

Other funds holding EBND

CSIA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carroll Financial Associates's EBND Position: Q4 2020 in Review

Carroll Financial Associates sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2020, closing a stake of 5 shares.

Carroll Financial Associates first reported a position in EBND in Q1 2019 and held it in 7 quarters. The position peaked at $0 in Q3 2020. 128 funds tracked by Wall St. Rank hold EBND as of Q4 2020.

Carroll Financial Associates reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2020 after selling out during the quarter.
Carroll Financial Associates sold 5 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2020.
Carroll Financial Associates first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2019 and held it in 7 quarters.
Carroll Financial Associates's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $0 in Q3 2020.
128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.