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

Financial Gravity Asset 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
2024 Q2	–	Sell	-6	Closed	-$121	–	439
2024 Q1	$114	Buy	6 +1	+20%	+$21	﹤0.01%	959
2023 Q4	$104	Buy	+5	New	+$101	﹤0.01%	1089
2021 Q3	$25K	Hold	2	–	–	0.01%	749
2021 Q2	$26K	Buy	+2	New	+$53	0.01%	751
2020 Q4	$1K	Buy	+51	New	+$1.38K	﹤0.01%	394
2019 Q4	$30K	Buy	553 +33	+6%	+$906	0.02%	862
2019 Q3	$14K	Sell	520 -323	-38%	-$8.89K	0.01%	529
2019 Q2	$23K	Sell	843 -1,069	-56%	-$28.7K	0.02%	460
2019 Q1	$52K	Buy	+1,912	New	+$52K	0.04%	306
2018 Q3	$44K	Buy	1,676 +89	+6%	+$2.36K	0.05%	359
2018 Q2	$42K	Buy	1,587 +565	+55%	+$16.1K	0.04%	368
2018 Q1	$29K	Buy	+1,022	New	+$30.9K	0.03%	467

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Financial Gravity Asset Management's EBND Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2024, closing a stake of 6 shares — an estimated $121 sold.

Financial Gravity Asset Management first reported a position in EBND in Q1 2018 and held it in 12 quarters. The position peaked at $52K in Q1 2019. 185 funds tracked by Wall St. Rank hold EBND as of Q2 2024.

Financial Gravity Asset Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2024, an estimated $121.
Financial Gravity Asset Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $52K in Q1 2019.
185 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.