Heritage Wealth Management (Arizona)’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q2	–	Sell	-70	Closed	-$2K	–	1008
2022 Q1	$2K	Buy	+70	New	+$1.65K	﹤0.01%	891
2021 Q3	$2K	Sell	76 -67	-47%	-$1.74K	﹤0.01%	811
2021 Q2	$4K	Buy	+143	New	+$3.8K	﹤0.01%	768

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MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s EBND Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2022, closing a stake of 70 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in EBND in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 147 funds tracked by Wall St. Rank hold EBND as of Q2 2022.

Heritage Wealth Management (Arizona) reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 70 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2022, an estimated $2K.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2021 and held it in 3 quarters.
Heritage Wealth Management (Arizona)'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $4K in Q2 2021.
147 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.