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 Q2	$293	Sell	14 -497	-97%	-$10.4K	﹤0.01%	4205
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EverSource Wealth Advisors's EBND Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 97% in Q2 2026, selling an estimated $10.4K and leaving 14 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #4205.

EverSource Wealth Advisors first reported a position in EBND in Q3 2022 and has held it in 13 quarters since. The position peaked at $10.5K in Q1 2026. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

EverSource Wealth Advisors held 14 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $293 as of Q2 2026.
EverSource Wealth Advisors sold 497 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4205 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $10.5K in Q1 2026.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.