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

Ironwood 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
2025
Q3 		– Sell
-3,441
Closed -$73.6K – 42
2025
Q2 		$73.6K Hold
3,441
– – 0.03% 37
2025
Q1 		$69.1K Sell
3,441
-25,817
-88% -$517K 0.02% 35
2024
Q4 		$571K Hold
29,258
– – 0.18% 27
2024
Q3 		$622K Hold
29,258
– – 0.19% 28
2024
Q2 		$582K Hold
29,258
– – 0.19% 28
2024
Q1 		$600K Sell
29,258
-31,633
-52% -$656K 0.19% 28
2023
Q4 		$1.29M Sell
60,891
-113,568
-65% -$2.3M 0.43% 23
2023
Q3 		$3.46M Sell
174,459
-65,391
-27% -$1.36M 1.41% 17
2023
Q2 		$5.08M Buy
239,850
+24,858
+12% +$525K 1.89% 12
2023
Q1 		$4.56M Sell
214,992
-2,133
-1% -$44.9K 1.8% 13
2022
Q4 		$4.46M Buy
217,125
+99,968
+85% +$1.97M 1.86% 12
2022
Q3 		$2.4M Hold
117,157
– – 1.07% 15
2022
Q2 		$2.4M Sell
117,157
-94,408
-45% -$2.01M 1.07% 15
2022
Q1 		$4.81M Buy
+211,565
New +$5M 1.98% 13
2020
Q4 		– Sell
-117
Closed -$3K – 50
2020
Q3 		$3K Hold
117
– – ﹤0.01% 41
2020
Q2 		$3K Sell
117
-2,194
-95% -$56.1K ﹤0.01% 41
2020
Q1 		$57K Sell
2,311
-1,744
-43% -$46.7K 0.05% 31
2019
Q4 		$113K Buy
4,055
+132
+3% +$3.63K 0.08% 35
2019
Q3 		$107K Buy
3,923
+1,417
+57% +$39K 0.08% 37
2019
Q2 		$70K Buy
2,506
+2,010
+405% +$54K 0.05% 42
2019
Q1 		$13K Sell
496
-2
-0.4% -$54 0.01% 51
2018
Q4 		$13K Sell
498
-3,591
-88% -$94.2K 0.01% 49
2018
Q3 		$108K Buy
4,089
+1,441
+54% +$38.3K 0.1% 31
2018
Q2 		$71K Buy
+2,648
New +$75.5K 0.07% 33
2017
Q3 		$1.01M Buy
+33,776
New +$1M 0.94% 16

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s EBND Position: Q3 2025 in Review

Ironwood Wealth Management (Arizona) sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2025, closing a stake of 3,441 shares — an estimated $73.6K sold.

Ironwood Wealth Management (Arizona) first reported a position in EBND in Q3 2017 and held it in 25 quarters. The position peaked at $5.08M in Q2 2023. 204 funds tracked by Wall St. Rank hold EBND as of Q3 2025.

  • Ironwood Wealth Management (Arizona) reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 3,441 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2025, an estimated $73.6K.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2017 and held it in 25 quarters.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $5.08M in Q2 2023.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2025.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2025, filed 27 Oct 2025.