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

Liberty 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
2023 Q2	–	Sell	-139,216	Closed	-$2.94M	–	202
2023 Q1	$2.94M	Buy	+139,216	New	+$2.93M	0.61%	42
2022 Q1	–	Sell	-35	Closed	-$855	–	164
2021 Q4	$855	Sell	35 -59	-63%	-$1.46K	0.04%	71
2021 Q3	$2K	Buy	+94	New	+$2.44K	﹤0.01%	1046
2020 Q3	–	Sell	-269	Closed	-$7K	–	879
2020 Q2	$7K	Buy	+269	New	+$6.88K	﹤0.01%	544

Other funds holding EBND

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Liberty Wealth Management's EBND Position: Q2 2023 in Review

Liberty Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2023, closing a stake of 139,216 shares — an estimated $2.94M sold.

Liberty Wealth Management first reported a position in EBND in Q2 2020 and held it in 4 quarters. The position peaked at $2.94M in Q1 2023. 176 funds tracked by Wall St. Rank hold EBND as of Q2 2023.

Liberty Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 139,216 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2023, an estimated $2.94M.
Liberty Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2020 and held it in 4 quarters.
Liberty Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.94M in Q1 2023.
176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.