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

Financial Gravity Companies’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 Q4	$13K	Buy	+479	New	+$12.6K	0.01%	538
2018 Q1	$29K	Buy	+1,022	New	+$30.9K	0.03%	467

Other funds holding EBND

CSIA

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

TAIM

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

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

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

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

CIA

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Financial Gravity Companies's EBND Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2018: 479 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EBND as recently as Q1 2018.

Financial Gravity Companies first reported a position in EBND in Q1 2018 and has held it in 2 quarters since. The position peaked at $29K in Q1 2018. 79 funds tracked by Wall St. Rank hold EBND as of Q4 2018.

Financial Gravity Companies held 479 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $13K as of Q4 2018.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF was a new Financial Gravity Companies position in Q4 2018.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #538 holding.
Financial Gravity Companies first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2018 and has held it in 2 quarters since.
Financial Gravity Companies's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $29K in Q1 2018.
79 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.