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

Concurrent 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
2026 Q2	$1.15M	Buy	55,078 +4,111	+8%	+$86.2K	0.01%	943
2026 Q1	$1.05M	Buy	50,967 +3,389	+7%	+$72.4K	0.01%	858
2025 Q4	$1.02M	Buy	+47,578	New	+$1.01M	0.01%	824

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concurrent Investment Advisors's EBND Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 8.1% in Q2 2026, buying an estimated $86.2K and bringing the position to 55,078 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #943.

Concurrent Investment Advisors first reported a position in EBND in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Concurrent Investment Advisors held 55,078 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $1.15M as of Q2 2026.
Concurrent Investment Advisors bought 4,111 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $86.2K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #943 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2025 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.