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

Destination Wealth Management’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
2019 Q3	–	Sell	-545	Closed	-$15K	–	235
2019 Q2	$15K	Buy	+545	New	+$14.6K	﹤0.01%	409
2019 Q1	–	Sell	-905	Closed	-$24K	–	683
2018 Q4	$24K	Buy	905 +783	+642%	+$20.5K	﹤0.01%	339
2018 Q3	$3K	Sell	122 -331	-73%	-$8.79K	﹤0.01%	542
2018 Q2	$12K	Buy	+453	New	+$12.9K	﹤0.01%	381

Other funds holding EBND

CSIA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

Destination Wealth Management's EBND Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2019, closing a stake of 545 shares — an estimated $15K sold.

Destination Wealth Management first reported a position in EBND in Q2 2018 and held it in 4 quarters. The position peaked at $24K in Q4 2018. 99 funds tracked by Wall St. Rank hold EBND as of Q3 2019.

Destination Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 545 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2019, an estimated $15K.
Destination Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2018 and held it in 4 quarters.
Destination Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $24K in Q4 2018.
99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.