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

Everhart Financial Group’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
2023 Q2	–	Sell	-10,274	Closed	-$218K	–	220
2023 Q1	$218K	Sell	10,274 -32	-0.3%	-$673	0.1%	186
2022 Q4	$212K	Buy	+10,306	New	+$203K	0.11%	168

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CSIA

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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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Everhart Financial Group's EBND Position: Q2 2023 in Review

Everhart Financial Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2023, closing a stake of 10,274 shares — an estimated $218K sold.

Everhart Financial Group first reported a position in EBND in Q4 2022 and held it in 2 quarters. The position peaked at $218K in Q1 2023. 176 funds tracked by Wall St. Rank hold EBND as of Q2 2023.

Everhart Financial Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2023 after selling out during the quarter.
Everhart Financial Group sold 10,274 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2023, an estimated $218K.
Everhart Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 2 quarters.
Everhart Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $218K in Q1 2023.
176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2023.

Based on Everhart Financial Group's 13F filing for Q2 2023, filed 13 Jul 2023.