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GeoWealth Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

GeoWealth Management’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
-101,041
Closed -$1.97M – 1259
2024
Q4 		$1.97M Buy
101,041
+6,238
+7% +$126K 0.06% 185
2024
Q3 		$2.02M Buy
94,803
+76,443
+416% +$1.57M 0.07% 187
2024
Q2 		$365K Sell
18,360
-73,015
-80% -$1.47M 0.02% 519
2024
Q1 		$1.87M Buy
91,375
+9,248
+11% +$192K 0.07% 186
2023
Q4 		$1.74M Buy
82,127
+6,960
+9% +$141K 0.14% 140
2023
Q3 		$1.49M Buy
75,167
+9,652
+15% +$201K 0.17% 110
2023
Q2 		$1.38M Buy
65,515
+11,202
+21% +$237K 0.15% 105
2023
Q1 		$1.15M Buy
54,313
+7,839
+17% +$165K 0.14% 89
2022
Q4 		$955K Buy
46,474
+7,310
+19% +$144K 0.1% 120
2022
Q3 		$743K Buy
39,164
+14,427
+58% +$291K 0.08% 142
2022
Q2 		$507K Buy
24,737
+737
+3% +$15.7K 0.07% 159
2022
Q1 		$546K Buy
24,000
+1,951
+9% +$46.1K 0.05% 196
2021
Q4 		$538K Buy
22,049
+1,258
+6% +$31.1K 0.04% 203
2021
Q3 		$525K Sell
20,791
-4,894
-19% -$127K 0.04% 210
2021
Q2 		$677K Buy
25,685
+577
+2% +$15.3K 0.09% 124
2021
Q1 		$653K Buy
25,108
+4,162
+20% +$113K 0.1% 105
2020
Q4 		$589K Buy
20,946
+13,078
+166% +$355K 0.09% 135
2020
Q3 		$206K Buy
+7,868
New +$209K 0.06% 145

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

GeoWealth Management's EBND Position: Q1 2025 in Review

GeoWealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 101,041 shares — an estimated $1.97M sold.

GeoWealth Management first reported a position in EBND in Q3 2020 and held it in 18 quarters. The position peaked at $2.02M in Q3 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

  • GeoWealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 101,041 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $1.97M.
  • GeoWealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2020 and held it in 18 quarters.
  • GeoWealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.02M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.