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

Choate Investment 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
2021 Q3	–	Sell	-133	Closed	-$4K	–	312
2021 Q2	$4K	Buy	+133	New	+$3.54K	﹤0.01%	330
2021 Q1	–	Sell	-90	Closed	-$3K	–	301
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	281
2020 Q3	$2K	Buy	+90	New	+$2.39K	﹤0.01%	278
2020 Q1	–	Sell	-21,204	Closed	-$592K	–	238
2019 Q4	$592K	Sell	21,204 -55,779	-72%	-$1.53M	0.04%	146
2019 Q3	$2.1M	Sell	76,983 -814,675	-91%	-$22.4M	0.13%	76
2019 Q2	$24.8M	Buy	891,658 +151,110	+20%	+$4.06M	1.49%	13
2019 Q1	$19.9M	Buy	740,548 +312,687	+73%	+$8.5M	1.18%	15
2018 Q4	$11.3M	Buy	427,861 +12,723	+3%	+$334K	0.73%	21
2018 Q3	$11.2M	Sell	415,138 -300,965	-42%	-$7.99M	0.62%	21
2018 Q2	$19.3M	Buy	716,103 +8,166	+1%	+$233K	1.12%	14
2018 Q1	$21.5M	Sell	707,937 -3,616	-0.5%	-$109K	1.15%	15
2017 Q4	$21.1M	Buy	711,553 +17,562	+3%	+$516K	1.08%	16
2017 Q3	$20.7M	Buy	693,991 +40,832	+6%	+$1.21M	1.12%	17
2017 Q2	$19M	Buy	653,159 +8,130	+1%	+$233K	1.07%	16
2017 Q1	$18.2M	Buy	645,029 +222,840	+53%	+$6.12M	1.06%	16
2016 Q4	$11.2M	Buy	+422,189	New	+$11.4M	0.71%	21

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Choate Investment Advisors's EBND Position: Q3 2021 in Review

Choate Investment Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2021, closing a stake of 133 shares — an estimated $4K sold.

Choate Investment Advisors first reported a position in EBND in Q4 2016 and held it in 16 quarters. The position peaked at $24.8M in Q2 2019. 149 funds tracked by Wall St. Rank hold EBND as of Q3 2021.

Choate Investment Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2021 after selling out during the quarter.
Choate Investment Advisors sold 133 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2021, an estimated $4K.
Choate Investment Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2016 and held it in 16 quarters.
Choate Investment Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $24.8M in Q2 2019.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.