Moisand Fitzgerald Tamayo’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q1	–	Sell	-11	Closed	-$234	–	598
2023 Q4	$234	Buy	+11	New	+$223	﹤0.01%	622
2022 Q4	–	Sell	-87	Closed	-$2K	–	798
2022 Q3	$2K	Hold	87	–	–	﹤0.01%	485
2022 Q2	$2K	Buy	+87	New	+$1.85K	﹤0.01%	402
2022 Q1	–	Sell	-87	Closed	-$2K	–	533
2021 Q4	$2K	Hold	87	–	–	﹤0.01%	338
2021 Q3	$2K	Hold	87	–	–	﹤0.01%	328
2021 Q2	$2K	Hold	87	–	–	﹤0.01%	357
2021 Q1	$2K	Sell	87 -19	-18%	-$516	﹤0.01%	299
2020 Q4	$3K	Buy	+106	New	+$2.88K	﹤0.01%	286

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's EBND Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2024, closing a stake of 11 shares — an estimated $234 sold.

Moisand Fitzgerald Tamayo first reported a position in EBND in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2020. 197 funds tracked by Wall St. Rank hold EBND as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 11 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2024, an estimated $234.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2020 and held it in 8 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3K in Q4 2020.
197 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.