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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,096
Closed -$200K 531
2023
Q3
$200K Buy
10,096
+562
+6% +$11.7K ﹤0.01% 518
2023
Q2
$202K Buy
+9,534
New +$201K ﹤0.01% 530

Other funds holding EBND

Modera Wealth Management's EBND Position: Q4 2023 in Review

Modera Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2023, closing a stake of 10,096 shares — an estimated $200K sold.

Modera Wealth Management first reported a position in EBND in Q2 2023 and held it in 2 quarters. The position peaked at $202K in Q2 2023. 187 funds tracked by Wall St. Rank hold EBND as of Q4 2023.

  • Modera Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 10,096 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2023, an estimated $200K.
  • Modera Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2023 and held it in 2 quarters.
  • Modera Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $202K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.