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HeadInvest LLC’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-136
Closed -$2.65K – 350
2023
Q3 		$2.65K Buy
+136
New +$2.83K ﹤0.01% 654

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
AssetMark Inc
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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HeadInvest LLC's EBND Position: Q4 2023 in Review

HeadInvest LLC sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2023, closing a stake of 136 shares — an estimated $2.65K sold.

HeadInvest LLC first reported a position in EBND in Q3 2023 and held it in 1 quarter. The position peaked at $2.65K in Q3 2023. 187 funds tracked by Wall St. Rank hold EBND as of Q4 2023.

  • HeadInvest LLC reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 136 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2023, an estimated $2.65K.
  • HeadInvest LLC first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.65K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.