EP Wealth Advisors’s SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $110K | Sell |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $146K | Buy |
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|
2024
Q1 | $144K | Buy |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $842K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $220K | Buy |
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|
2015
Q3 | $218K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5.28M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.74M | Buy |
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