EWA
EP Wealth Advisors’s SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,471
| Closed | -$110K | – | 1433 |
|
|
2025
Q1 | $110K | Sell |
5,471
-1,747
| -24% | -$35.1K | ﹤0.01% | 1237 |
|
|
2024
Q4 | $141K | Sell |
7,218
-5,839
| -45% | -$114K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $278K | Buy |
13,057
+5,706
| +78% | +$121K | ﹤0.01% | 888 |
|
|
2024
Q2 | $146K | Buy |
7,351
+349
| +5% | +$6.94K | ﹤0.01% | 791 |
|
|
2024
Q1 | $144K | Buy |
7,002
+1,207
| +21% | +$24.7K | ﹤0.01% | 771 |
|
|
2023
Q4 | $123K | Sell |
5,795
-11,852
| -67% | -$252K | ﹤0.01% | 763 |
|
|
2023
Q3 | $350K | Buy |
17,647
+15,179
| +615% | +$301K | 0.01% | 530 |
|
|
2023
Q2 | $350K | Sell |
2,468
-15,042
| -86% | -$2.13M | 0.01% | 532 |
|
|
2023
Q1 | $842K | Buy |
+17,510
| New | +$842K | 0.01% | 325 |
|
|
2016
Q1 | – | Sell |
-8,970
| Closed | -$220K | – | 148 |
|
|
2015
Q4 | $220K | Buy |
8,970
+105
| +1% | +$2.58K | 0.04% | 135 |
|
|
2015
Q3 | $218K | Buy |
+8,865
| New | +$218K | 0.04% | 129 |
|
|
2015
Q1 | – | Sell |
-185,665
| Closed | -$5.28M | – | 131 |
|
|
2014
Q4 | $5.28M | Buy |
+185,665
| New | +$5.28M | 0.87% | 44 |
|
|
2014
Q1 | – | Sell |
-92,076
| Closed | -$2.74M | – | 116 |
|
|
2013
Q4 | $2.74M | Buy |
+92,076
| New | +$2.74M | 0.71% | 37 |
|