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

Financial Strategies Group’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
2025
Q1 		– Sell
-23,258
Closed -$454K – 93
2024
Q4 		$454K Buy
23,258
+242
+1% +$4.88K 0.11% 69
2024
Q3 		$475K Buy
23,016
+396
+2% +$8.15K 0.11% 60
2024
Q2 		$455K Buy
22,620
+97
+0.4% +$1.95K 0.11% 58
2024
Q1 		$462K Buy
22,523
+2,229
+11% +$46.2K 0.12% 54
2023
Q4 		$422K Sell
20,294
-1,321
-6% -$26.7K 0.12% 56
2023
Q3 		$424K Buy
21,615
+3,596
+20% +$74.7K 0.13% 52
2023
Q2 		$381K Sell
18,019
-2,609
-13% -$55.1K 0.12% 54
2023
Q1 		$438K Buy
20,628
+193
+0.9% +$4.06K 0.17% 55
2022
Q4 		$420K Buy
20,435
+2,729
+15% +$53.7K 0.17% 58
2022
Q3 		$336K Sell
17,706
-1,613
-8% -$32.5K 0.15% 62
2022
Q2 		$395K Buy
19,319
+5,581
+41% +$119K 0.17% 62
2022
Q1 		$312K Sell
13,738
-7,857
-36% -$186K 0.12% 70
2021
Q4 		$528K Buy
+21,595
New +$534K 0.22% 52

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Strategies Group's EBND Position: Q1 2025 in Review

Financial Strategies Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 23,258 shares — an estimated $454K sold.

Financial Strategies Group first reported a position in EBND in Q4 2021 and held it in 13 quarters. The position peaked at $528K in Q4 2021. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

  • Financial Strategies Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Strategies Group sold 23,258 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $454K.
  • Financial Strategies Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 13 quarters.
  • Financial Strategies Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $528K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Financial Strategies Group's 13F filing for Q1 2025, filed 16 May 2025.