Financial Architects (New Jersey)’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Financial Architects (New Jersey)’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
2018 Q2	–	Sell	-441	Closed	-$13K	–	1367
2018 Q1	$13K	Hold	441	–	–	﹤0.01%	993
2017 Q4	$13K	Buy	+441	New	+$13K	﹤0.01%	1070

Other funds holding EBND

CSIA

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Architects (New Jersey)'s EBND Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2018, closing a stake of 441 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in EBND in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 68 funds tracked by Wall St. Rank hold EBND as of Q2 2018.

Financial Architects (New Jersey) reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 441 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2018, an estimated $13K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2017 and held it in 2 quarters.
Financial Architects (New Jersey)'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $13K in Q1 2018.
68 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.