Focus Partners Wealth
EBND icon

Focus Partners Wealth’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Focus Partners Wealth’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
Q3 		– Sell
-85,512
Closed -$1.7M – 1605
2024
Q2 		$1.7M Buy
+85,512
New +$1.72M 0.01% 686

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Empower Advisory Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth's EBND Position: Q3 2024 in Review

Focus Partners Wealth sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2024, closing a stake of 85,512 shares — an estimated $1.7M sold.

Focus Partners Wealth first reported a position in EBND in Q2 2024 and held it in 1 quarter. The position peaked at $1.7M in Q2 2024. 193 funds tracked by Wall St. Rank hold EBND as of Q3 2024.

  • Focus Partners Wealth reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 85,512 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2024, an estimated $1.7M.
  • Focus Partners Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2024 and held it in 1 quarter.
  • Focus Partners Wealth's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.7M in Q2 2024.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.