H&H Retirement Design & Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-17,021	Closed	-$365K	–	62
2022 Q4	$365K	Buy	17,021 +1,856	+12%	+$36.5K	0.31%	55
2022 Q3	$283K	Sell	15,165 -1,483	-9%	-$29.9K	0.27%	58
2022 Q2	$339K	Buy	+16,648	New	+$355K	0.25%	61

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

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

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

H&H Retirement Design & Management's EBND Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2023, closing a stake of 17,021 shares — an estimated $365K sold.

H&H Retirement Design & Management first reported a position in EBND in Q2 2022 and held it in 3 quarters. The position peaked at $365K in Q4 2022. 181 funds tracked by Wall St. Rank hold EBND as of Q1 2023.

H&H Retirement Design & Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 17,021 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2023, an estimated $365K.
H&H Retirement Design & Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2022 and held it in 3 quarters.
H&H Retirement Design & Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $365K in Q4 2022.
181 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.