Hart & Patterson Financial Group’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Hart & Patterson Financial Group’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 Q4	$315K	Sell	16,139 -65	-0.4%	-$1.31K	0.15%	59
2024 Q3	$345K	Sell	16,204 -5,529	-25%	-$114K	0.16%	58
2024 Q2	$432K	Sell	21,733 -2,776	-11%	-$55.8K	0.21%	49
2024 Q1	$502K	Sell	24,509 -393	-2%	-$8.15K	0.25%	48
2023 Q4	$529K	Buy	+24,902	New	+$504K	0.27%	42

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Hart & Patterson Financial Group's EBND Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 0.4% in Q4 2024, selling an estimated $1.31K and leaving 16,139 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #59.

Hart & Patterson Financial Group first reported a position in EBND in Q4 2023 and has held it in 5 quarters since. The position peaked at $529K in Q4 2023. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

Hart & Patterson Financial Group held 16,139 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $315K as of Q4 2024.
Hart & Patterson Financial Group sold 65 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $1.31K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.15% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #59 holding.
Hart & Patterson Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and has held it in 5 quarters since.
Hart & Patterson Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $529K in Q4 2023.
210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.