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Iams Wealth Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Iams Wealth 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
2025
Q1 		– Sell
-11,466
Closed -$224K – 160
2024
Q4 		$224K Buy
+11,466
New +$231K 0.1% 155

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Iams Wealth Management's EBND Position: Q1 2025 in Review

Iams Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 11,466 shares — an estimated $224K sold.

Iams Wealth Management first reported a position in EBND in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

  • Iams Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Iams Wealth Management sold 11,466 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $224K.
  • Iams Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2024 and held it in 1 quarter.
  • Iams Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $224K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.