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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026
Q2 		$523K Buy
25,018
+1,815
+8% +$38.1K 0.14% 102
2026
Q1 		$479K Buy
23,203
+2,383
+11% +$50.9K 0.14% 102
2025
Q4 		$445K Buy
20,820
+161
+0.8% +$3.42K 0.13% 105
2025
Q3 		$441K Sell
20,659
-569
-3% -$12.1K 0.14% 91
2025
Q2 		$454K Sell
21,228
-763
-3% -$15.8K 0.15% 86
2025
Q1 		$441K Sell
21,991
-1,190
-5% -$23.8K 0.16% 88
2024
Q4 		$453K Buy
23,181
+1,336
+6% +$26.9K 0.18% 85
2024
Q3 		$465K Buy
21,845
+4,357
+25% +$89.6K 0.24% 57
2024
Q2 		$348K Sell
17,488
-24,123
-58% -$485K 0.2% 71
2024
Q1 		$853K Buy
41,611
+9,546
+30% +$198K 0.56% 31
2023
Q4 		$681K Buy
32,065
+893
+3% +$18.1K 0.43% 35
2023
Q3 		$618K Buy
31,172
+8,206
+36% +$170K 0.45% 33
2023
Q2 		$572K Sell
22,966
-149
-0.6% -$3.15K 0.42% 33
2023
Q1 		$491K Sell
23,115
-416
-2% -$8.75K 0.39% 35
2022
Q4 		$484K Buy
+23,531
New +$463K 0.41% 32

Other funds holding EBND

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EBND Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 7.8% in Q2 2026, buying an estimated $38.1K and bringing the position to 25,018 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #102.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $853K in Q1 2024. 141 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 25,018 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $523K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,815 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $38.1K.
  • State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.14% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #102 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $853K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.