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

KWB 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
2026 Q2	$757K	Buy	36,167 +19,635	+119%	+$412K	0.06%	95
2026 Q1	$353K	Sell	16,532 -218	-1%	-$4.66K	0.03%	120
2025 Q4	$358K	Buy	+16,750	New	+$356K	0.03%	129

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWB Wealth's EBND Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 119% in Q2 2026, buying an estimated $412K and bringing the position to 36,167 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #95.

KWB Wealth first reported a position in EBND in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

KWB Wealth held 36,167 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $757K as of Q2 2026.
KWB Wealth bought 19,635 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $412K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.06% of KWB Wealth's portfolio in Q2 2026, its #95 holding.
KWB Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2025 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.