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

FSC Wealth Advisors’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	-1,653	Closed	-$33.9K	–	295
2024 Q1	$33.9K	Buy	1,653 +791	+92%	+$16.4K	0.02%	126
2023 Q4	$18.3K	Buy	862 +419	+95%	+$8.48K	0.01%	158
2023 Q3	$8.78K	Sell	443 -42	-9%	-$872	0.01%	177
2023 Q2	$10.3K	Buy	485 +297	+158%	+$6.27K	0.01%	144
2023 Q1	$3.99K	Buy	188 +43	+30%	+$904	0.01%	146
2022 Q4	$2.98K	Buy	145 +60	+71%	+$1.18K	0.01%	139
2022 Q3	$2K	Buy	85 +6	+8%	+$121	0.02%	181
2022 Q2	$2K	Hold	79	–	–	0.02%	179
2022 Q1	$2K	Buy	79 +58	+276%	+$1.37K	﹤0.01%	152
2021 Q4	$1K	Buy	+21	New	+$519	﹤0.01%	168

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FSC Wealth Advisors's EBND Position: Q2 2024 in Review

FSC Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2024, closing a stake of 1,653 shares — an estimated $33.9K sold.

FSC Wealth Advisors first reported a position in EBND in Q4 2021 and held it in 10 quarters. The position peaked at $33.9K in Q1 2024. 184 funds tracked by Wall St. Rank hold EBND as of Q2 2024.

FSC Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2024 after selling out during the quarter.
FSC Wealth Advisors sold 1,653 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2024, an estimated $33.9K.
FSC Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 10 quarters.
FSC Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $33.9K in Q1 2024.
184 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2024.

Based on FSC Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.