McKinley Carter Wealth Services’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

McKinley Carter Wealth Services’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 Q1	–	Sell	-10,072	Closed	-$207K	–	299
2022 Q4	$207K	Sell	10,072 -242	-2%	-$4.76K	0.02%	282
2022 Q3	$196K	Sell	10,314 -65	-0.6%	-$1.31K	0.02%	277
2022 Q2	$212K	Sell	10,379 -740	-7%	-$15.8K	0.02%	280
2022 Q1	$253K	Buy	+11,119	New	+$263K	0.02%	256

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McKinley Carter Wealth Services's EBND Position: Q1 2023 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2023, closing a stake of 10,072 shares — an estimated $207K sold.

McKinley Carter Wealth Services first reported a position in EBND in Q1 2022 and held it in 4 quarters. The position peaked at $253K in Q1 2022. 181 funds tracked by Wall St. Rank hold EBND as of Q1 2023.

McKinley Carter Wealth Services reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 10,072 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2023, an estimated $207K.
McKinley Carter Wealth Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2022 and held it in 4 quarters.
McKinley Carter Wealth Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $253K in Q1 2022.
181 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2023, filed 25 Apr 2023.