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

Litman Gregory 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
2020
Q1 		– Sell
-130
Closed -$4K – 178
2019
Q4 		$4K Buy
+130
New +$3.57K ﹤0.01% 182

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Litman Gregory Wealth Management's EBND Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2020, closing a stake of 130 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in EBND in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 110 funds tracked by Wall St. Rank hold EBND as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 130 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2020, an estimated $4K.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $4K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.