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

Lockerman 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
2026 Q2	$364K	Buy	17,410 +3,344	+24%	+$70.1K	0.56%	46
2026 Q1	$290K	Buy	14,066 +1,660	+13%	+$35.5K	0.52%	64
2025 Q4	$265K	Buy	12,406 +496	+4%	+$10.6K	0.51%	66
2025 Q3	$254K	Buy	11,910 +72	+0.6%	+$1.53K	0.32%	104
2025 Q2	$253K	Buy	11,838 +822	+7%	+$17K	0.34%	106
2025 Q1	$221K	Buy	+11,016	New	+$221K	0.33%	106

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lockerman Financial Group's EBND Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 24% in Q2 2026, buying an estimated $70.1K and bringing the position to 17,410 shares worth $364K. The position accounts for 0.56% of the portfolio, ranked #46.

Lockerman Financial Group first reported a position in EBND in Q1 2025 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Lockerman Financial Group held 17,410 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $364K as of Q2 2026.
Lockerman Financial Group bought 3,344 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $70.1K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.56% of Lockerman Financial Group's portfolio in Q2 2026, its #46 holding.
Lockerman Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2025 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.