Econ Financial Services’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Econ Financial Services’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
2025 Q4	–	Sell	-98,148	Closed	-$2.1M	–	84
2025 Q3	$2.1M	Sell	98,148 -4,298	-4%	-$91.4K	1.05%	37
2025 Q2	$2.19M	Sell	102,446 -18,072	-15%	-$373K	1.13%	26
2025 Q1	$2.42M	Buy	120,518 +1,948	+2%	+$39K	1.29%	17
2024 Q4	$2.32M	Buy	+118,570	New	+$2.39M	1.33%	22
2023 Q3	–	Sell	-78,658	Closed	-$1.66M	–	72
2023 Q2	$1.66M	Buy	78,658 +26	+0%	+$549	1.18%	37
2023 Q1	$1.67M	Buy	+78,632	New	+$1.65M	1.26%	32

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

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

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

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

VMPIC

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

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

Econ Financial Services's EBND Position: Q4 2025 in Review

Econ Financial Services sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2025, closing a stake of 98,148 shares — an estimated $2.1M sold.

Econ Financial Services first reported a position in EBND in Q1 2023 and held it in 6 quarters. The position peaked at $2.42M in Q1 2025. 218 funds tracked by Wall St. Rank hold EBND as of Q4 2025.

Econ Financial Services reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 98,148 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2025, an estimated $2.1M.
Econ Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2023 and held it in 6 quarters.
Econ Financial Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.42M in Q1 2025.
218 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.