GI
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Gradient Investments’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Gradient Investments’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
-1,423
Closed -$28.3K – 578
2024
Q2 		$28.3K Buy
1,423
+446
+46% +$8.97K ﹤0.01% 577
2024
Q1 		$20K Sell
977
-423
-30% -$8.78K ﹤0.01% 542
2023
Q4 		$29.7K Buy
1,400
+386
+38% +$7.81K ﹤0.01% 643
2023
Q3 		$20.1K Hold
1,014
– – ﹤0.01% 680
2023
Q2 		$21.5K Sell
1,014
-702
-41% -$14.8K ﹤0.01% 676
2023
Q1 		$36.4K Buy
1,716
+65
+4% +$1.37K ﹤0.01% 548
2022
Q4 		$33.9K Buy
1,651
+3
+0.2% +$59 ﹤0.01% 580
2022
Q3 		$31K Sell
1,648
-588
-26% -$11.9K ﹤0.01% 571
2022
Q2 		$46K Sell
2,236
-22
-1% -$469 ﹤0.01% 489
2022
Q1 		$51K Sell
2,258
-6
-0.3% -$142 ﹤0.01% 471
2021
Q4 		$55K Sell
2,264
-312
-12% -$7.71K ﹤0.01% 466
2021
Q3 		$65K Sell
2,576
-3,488
-58% -$90.7K ﹤0.01% 442
2021
Q2 		$160K Sell
6,064
-2,214
-27% -$58.9K ﹤0.01% 307
2021
Q1 		$215K Sell
8,278
-1,512,049
-99% -$41.1M 0.01% 280
2020
Q4 		$40M Sell
1,520,327
-11,551
-0.8% -$313K 1.7% 11
2020
Q3 		$40.3M Buy
1,531,878
+42,236
+3% +$1.12M 1.69% 11
2020
Q2 		$39M Sell
1,489,642
-49,606
-3% -$1.27M 1.78% 10
2020
Q1 		$37.7M Buy
1,539,248
+80,049
+5% +$2.14M 2.03% 8
2019
Q4 		$40.7M Buy
1,459,199
+1,253,046
+608% +$34.4M 1.81% 8
2019
Q3 		$5.61M Buy
206,153
+33,200
+19% +$914K 0.27% 89
2019
Q2 		$4.81M Buy
172,953
+36,694
+27% +$986K 0.25% 86
2019
Q1 		$3.67M Buy
+136,259
New +$3.7M 0.24% 87

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
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

Gradient Investments's EBND Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2024, closing a stake of 1,423 shares — an estimated $28.3K sold.

Gradient Investments first reported a position in EBND in Q1 2019 and held it in 22 quarters. The position peaked at $40.7M in Q4 2019. 193 funds tracked by Wall St. Rank hold EBND as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,423 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2024, an estimated $28.3K.
  • Gradient Investments first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2019 and held it in 22 quarters.
  • Gradient Investments's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $40.7M in Q4 2019.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.