EWA
EBND icon

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

EverSource 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
2026
Q1 		$10.5K Buy
511
+497
+3,550% +$10.6K ﹤0.01% 2885
2025
Q4 		$299 Sell
14
-32
-70% -$681 ﹤0.01% 3969
2025
Q3 		$983 Buy
46
+32
+229% +$681 ﹤0.01% 3765
2025
Q2 		$300 Buy
+14
New +$289 ﹤0.01% 4000
2024
Q3 		– Sell
-29
Closed -$588 – 3055
2024
Q2 		$588 Hold
29
– – ﹤0.01% 2854
2024
Q1 		$577 Sell
29
-84
-74% -$1.74K ﹤0.01% 2681
2023
Q4 		$2.4K Sell
113
-73
-39% -$1.48K ﹤0.01% 2117
2023
Q3 		$3.69K Sell
186
-51
-22% -$1.06K ﹤0.01% 1818
2023
Q2 		$5.01K Buy
237
+29
+14% +$612 ﹤0.01% 1733
2023
Q1 		$4.41K Hold
208
– – ﹤0.01% 1684
2022
Q4 		$4.28K Sell
208
-200
-49% -$3.93K ﹤0.01% 1666
2022
Q3 		$8K Buy
+408
New +$8.22K ﹤0.01% 1190

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return