LifePlan Financial Group’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

LifePlan Financial Group’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
2020 Q3	$14K	Hold	538	–	–	0.01%	376
2020 Q2	$14K	Hold	538	–	–	0.01%	380
2020 Q1	$13K	Hold	538	–	–	0.01%	366
2019 Q4	$15K	Buy	538 +518	+2,590%	+$14.2K	0.01%	379
2019 Q3	$1K	Buy	+20	New	+$551	﹤0.01%	520

Other funds holding EBND

CSIA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

LifePlan Financial Group's EBND Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) position steady in Q3 2020 at 538 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #376.

LifePlan Financial Group first reported a position in EBND in Q3 2019 and has held it in 5 quarters since. The position peaked at $15K in Q4 2019. 118 funds tracked by Wall St. Rank hold EBND as of Q3 2020.

LifePlan Financial Group held 538 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $14K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Bloomberg Emerging Markets Local Bond ETF share count unchanged in Q3 2020.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #376 holding.
LifePlan Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and has held it in 5 quarters since.
LifePlan Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $15K in Q4 2019.
118 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.