Center for Financial Planning’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Center for Financial Planning’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
2023 Q3	–	Sell	-3	Closed	-$64	–	530
2023 Q2	$64	Hold	3	–	–	﹤0.01%	567
2023 Q1	$64	Hold	3	–	–	﹤0.01%	532
2022 Q4	$62	Sell	3 -1	-25%	-$20	﹤0.01%	537
2022 Q3	$0	Buy	4 +1	+33%	+$20	﹤0.01%	647
2022 Q2	$0	Hold	3	–	–	﹤0.01%	539
2022 Q1	$0	Buy	+3	New	+$71	﹤0.01%	546

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Center for Financial Planning's EBND Position: Q3 2023 in Review

Center for Financial Planning sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2023, closing a stake of 3 shares — an estimated $64 sold.

Center for Financial Planning first reported a position in EBND in Q1 2022 and held it in 6 quarters. The position peaked at $64 in Q2 2023. 167 funds tracked by Wall St. Rank hold EBND as of Q3 2023.

Center for Financial Planning reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 3 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2023, an estimated $64.
Center for Financial Planning first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2022 and held it in 6 quarters.
Center for Financial Planning's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $64 in Q2 2023.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.