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Life Planning Partners’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-132
Closed -$2.8K – 108
2023
Q4 		$2.8K Buy
+132
New +$2.67K ﹤0.01% 202

Other funds holding EBND

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Life Planning Partners's EBND Position: Q1 2024 in Review

Life Planning Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2024, closing a stake of 132 shares — an estimated $2.8K sold.

Life Planning Partners first reported a position in EBND in Q4 2023 and held it in 1 quarter. The position peaked at $2.8K in Q4 2023. 197 funds tracked by Wall St. Rank hold EBND as of Q1 2024.

  • Life Planning Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 132 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2024, an estimated $2.8K.
  • Life Planning Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.8K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.