Concord Wealth Partners’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-15	Closed	-$298	–	871
2023 Q3	$298	Hold	15	–	–	﹤0.01%	1002
2023 Q2	$314	Hold	15	–	–	﹤0.01%	1009
2023 Q1	$311	Hold	15	–	–	﹤0.01%	952
2022 Q4	$298	Buy	+15	New	+$295	﹤0.01%	1186
2022 Q3	–	Sell	-103	Closed	-$2K	–	414
2022 Q2	$2K	Buy	103 +89	+636%	+$1.9K	﹤0.01%	1009
2022 Q1	$0	Hold	14	–	–	﹤0.01%	1308
2021 Q4	$0	Buy	+14	New	+$346	﹤0.01%	1315

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

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

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

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

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

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

Concord Wealth Partners's EBND Position: Q4 2023 in Review

Concord Wealth Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2023, closing a stake of 15 shares — an estimated $298 sold.

Concord Wealth Partners first reported a position in EBND in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 187 funds tracked by Wall St. Rank hold EBND as of Q4 2023.

Concord Wealth Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 15 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2023, an estimated $298.
Concord Wealth Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2K in Q2 2022.
187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.