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

Next 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
2021 Q4	–	Sell	-20,015	Closed	-$506K	–	2885
2021 Q3	$506K	Buy	+20,015	New	+$520K	0.04%	463
2021 Q1	–	Sell	-6	Closed	–	–	2548
2020 Q4	$0	Buy	+6	New	+$163	﹤0.01%	2356
2020 Q2	–	Sell	-24	Closed	-$1K	–	916
2020 Q1	$1K	Buy	+24	New	+$643	﹤0.01%	1999

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCA

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Next Financial Group's EBND Position: Q4 2021 in Review

Next Financial Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2021, closing a stake of 20,015 shares — an estimated $506K sold.

Next Financial Group first reported a position in EBND in Q1 2020 and held it in 3 quarters. The position peaked at $506K in Q3 2021. 152 funds tracked by Wall St. Rank hold EBND as of Q4 2021.

Next Financial Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 20,015 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2021, an estimated $506K.
Next Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2020 and held it in 3 quarters.
Next Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $506K in Q3 2021.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.