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

Genesis 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
2026 Q2	$4.43M	Buy	211,659 +10,002	+5%	+$210K	2.65%	13
2026 Q1	$4.16M	Buy	201,657 +11,749	+6%	+$251K	2.78%	13
2025 Q4	$4.06M	Buy	189,908 +5,037	+3%	+$107K	2.78%	13
2025 Q3	$3.95M	Buy	184,871 +1,726	+0.9%	+$36.7K	2.78%	13
2025 Q2	$3.92M	Buy	183,145 +6,677	+4%	+$138K	2.94%	13
2025 Q1	$3.54M	Buy	+176,468	New	+$3.53M	2.87%	13

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Genesis Wealth Advisors's EBND Position: Q2 2026 in Review

Genesis Wealth Advisors increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 5% in Q2 2026, buying an estimated $210K and bringing the position to 211,659 shares worth $4.43M. The position accounts for 2.65% of the portfolio, ranked #13.

Genesis Wealth Advisors first reported a position in EBND in Q1 2025 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Genesis Wealth Advisors held 211,659 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $4.43M as of Q2 2026.
Genesis Wealth Advisors bought 10,002 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $210K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 2.65% of Genesis Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Genesis Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2025 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.