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

Impact Partnership Wealth’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
-18
Closed -$357 – 903
2023
Q3 		$357 Hold
18
– – ﹤0.01% 949
2023
Q2 		$381 Buy
+18
New +$380 ﹤0.01% 871

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State Street
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SEI Investments
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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

Impact Partnership Wealth's EBND Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2023, closing a stake of 18 shares — an estimated $357 sold.

Impact Partnership Wealth first reported a position in EBND in Q2 2023 and held it in 2 quarters. The position peaked at $381 in Q2 2023. 187 funds tracked by Wall St. Rank hold EBND as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 18 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2023, an estimated $357.
  • Impact Partnership Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $381 in Q2 2023.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.