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

Lenox Wealth Advisors’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 Q1	–	Sell	-241	Closed	-$6K	–	828
2021 Q4	$6K	Buy	+241	New	+$5.96K	﹤0.01%	571
2021 Q1	–	Sell	-4	Closed	–	–	698
2020 Q4	$0	Hold	4	–	–	﹤0.01%	626
2020 Q3	$0	Hold	4	–	–	﹤0.01%	587
2020 Q2	$0	Hold	4	–	–	﹤0.01%	641
2020 Q1	$0	Hold	4	–	–	﹤0.01%	807
2019 Q4	$0	Hold	4	–	–	﹤0.01%	748
2019 Q3	$0	Buy	+4	New	+$110	﹤0.01%	624

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MERSOM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PCA

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Lenox Wealth Advisors's EBND Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2022, closing a stake of 241 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in EBND in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 150 funds tracked by Wall St. Rank hold EBND as of Q1 2022.

Lenox Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 241 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2022, an estimated $6K.
Lenox Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and held it in 7 quarters.
Lenox Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $6K in Q4 2021.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.