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

Golden State Wealth 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
2026 Q1	$2.56K	Buy	+124	New	+$2.65K	﹤0.01%	1318
2025 Q1	–	Sell	-148	Closed	-$2.89K	–	1601
2024 Q4	$2.89K	Buy	+148	New	+$2.98K	﹤0.01%	1206
2020 Q4	–	Sell	-1,828	Closed	-$48K	–	281
2020 Q3	$48K	Buy	+1,828	New	+$48.5K	0.02%	333
2020 Q2	–	Sell	-2,395	Closed	-$59K	–	370
2020 Q1	$59K	Buy	+2,395	New	+$64.2K	0.03%	332
2019 Q4	–	Sell	-2,214	Closed	-$60K	–	276
2019 Q3	$60K	Buy	2,214 +217	+11%	+$5.97K	0.02%	388
2019 Q2	$55K	Buy	1,997 +1,235	+162%	+$33.2K	0.02%	432
2019 Q1	$21K	Buy	+762	New	+$20.7K	0.01%	614

Other funds holding EBND

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

CI Investments Inc

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

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return