Financial Advocates Investment Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Financial Advocates Investment Management’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	-28,192	Closed	-$598K	–	709
2023 Q1	$598K	Sell	28,192 -506	-2%	-$10.6K	0.04%	389
2022 Q4	$590K	Sell	28,698 -656	-2%	-$12.9K	0.04%	412
2022 Q3	$557K	Sell	29,354 -292	-1%	-$5.88K	0.05%	386
2022 Q2	$606K	Sell	29,646 -2,856	-9%	-$60.8K	0.05%	362
2022 Q1	$739K	Buy	32,502 +124	+0.4%	+$2.93K	0.05%	359
2021 Q4	$791K	Buy	32,378 +359	+1%	+$8.87K	0.05%	382
2021 Q3	$810K	Sell	32,019 -128	-0.4%	-$3.33K	0.05%	361
2021 Q2	$850K	Sell	32,147 -603	-2%	-$16K	0.06%	352
2021 Q1	$852K	Sell	32,750 -1,139	-3%	-$30.9K	0.06%	359
2020 Q4	$951K	Buy	33,889 +1,082	+3%	+$29.4K	0.07%	312
2020 Q3	$862K	Sell	32,807 -347	-1%	-$9.21K	0.07%	274
2020 Q2	$869K	Buy	+33,154	New	+$848K	0.08%	267

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $445B AUM 25.58% 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 $58.2B AUM 22.78% 1-Year Est. Return

Financial Advocates Investment Management's EBND Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2023, closing a stake of 28,192 shares — an estimated $598K sold.

Financial Advocates Investment Management first reported a position in EBND in Q2 2020 and held it in 12 quarters. The position peaked at $951K in Q4 2020. 177 funds tracked by Wall St. Rank hold EBND as of Q2 2023.

Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 28,192 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2023, an estimated $598K.
Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2020 and held it in 12 quarters.
Financial Advocates Investment Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $951K in Q4 2020.
177 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.