MPS Loria Financial Planners’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

MPS Loria Financial Planners’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
2021 Q1	–	Sell	-9,979	Closed	-$281K	–	584
2020 Q4	$281K	Sell	9,979 -70	-0.7%	-$1.9K	0.13%	59
2020 Q3	$264K	Buy	10,049 +205	+2%	+$5.44K	0.14%	54
2020 Q2	$258K	Buy	+9,844	New	+$252K	0.14%	57
2019 Q1	–	Sell	-10,876	Closed	-$288K	–	73
2018 Q4	$288K	Buy	10,876 +2,595	+31%	+$68.1K	0.21%	49
2018 Q3	$220K	Buy	8,281 +167	+2%	+$4.43K	0.14%	69
2018 Q2	$219K	Buy	8,114 +229	+3%	+$6.53K	0.22%	61
2018 Q1	$240K	Sell	7,885 -2,297	-23%	-$69.3K	0.17%	60
2017 Q4	$302K	Buy	10,182 +62	+0.6%	+$1.82K	0.21%	57
2017 Q3	$302K	Buy	10,120 +327	+3%	+$9.71K	0.22%	53
2017 Q2	$289K	Buy	+9,793	New	+$281K	0.19%	54

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MPS Loria Financial Planners's EBND Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2021, closing a stake of 9,979 shares — an estimated $281K sold.

MPS Loria Financial Planners first reported a position in EBND in Q2 2017 and held it in 10 quarters. The position peaked at $302K in Q4 2017. 143 funds tracked by Wall St. Rank hold EBND as of Q1 2021.

MPS Loria Financial Planners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 9,979 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2021, an estimated $281K.
MPS Loria Financial Planners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2017 and held it in 10 quarters.
MPS Loria Financial Planners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $302K in Q4 2017.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.