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

EP Wealth 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
2025 Q2	–	Sell	-5,471	Closed	-$110K	–	1433
2025 Q1	$110K	Sell	5,471 -1,747	-24%	-$35K	﹤0.01%	1237
2024 Q4	$141K	Sell	7,218 -5,839	-45%	-$118K	﹤0.01%	1154
2024 Q3	$278K	Buy	13,057 +5,706	+78%	+$117K	﹤0.01%	888
2024 Q2	$146K	Buy	7,351 +349	+5%	+$7.02K	﹤0.01%	791
2024 Q1	$144K	Buy	7,002 +1,207	+21%	+$25K	﹤0.01%	771
2023 Q4	$123K	Sell	5,795 -11,852	-67%	-$240K	﹤0.01%	763
2023 Q3	$350K	Buy	17,647 +15,179	+615%	+$315K	0.01%	530
2023 Q2	$350K	Sell	2,468 -15,042	-86%	-$318K	0.01%	532
2023 Q1	$842K	Buy	+17,510	New	+$368K	0.01%	325
2016 Q1	–	Sell	-8,970	Closed	-$220K	–	148
2015 Q4	$220K	Buy	8,970 +105	+1%	+$2.65K	0.04%	135
2015 Q3	$218K	Buy	+8,865	New	+$227K	0.04%	129
2015 Q1	–	Sell	-185,665	Closed	-$5.28M	–	131
2014 Q4	$5.28M	Buy	+185,665	New	+$5.45M	0.87%	44
2014 Q1	–	Sell	-92,076	Closed	-$2.74M	–	116
2013 Q4	$2.74M	Buy	+92,076	New	+$2.77M	0.71%	37

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's EBND Position: Q2 2025 in Review

EP Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2025, closing a stake of 5,471 shares — an estimated $110K sold.

EP Wealth Advisors first reported a position in EBND in Q4 2013 and held it in 13 quarters. The position peaked at $5.28M in Q4 2014. 183 funds tracked by Wall St. Rank hold EBND as of Q2 2025.

EP Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 5,471 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2025, an estimated $110K.
EP Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2013 and held it in 13 quarters.
EP Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $5.28M in Q4 2014.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.