Optimum Investment Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Optimum Investment Advisors’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
2025 Q3	$16.6K	Buy	776 +48	+7%	+$1.02K	0.01%	462
2025 Q2	$15.6K	Sell	728 -37	-5%	-$764	0.01%	469
2025 Q1	$15.3K	Buy	765 +38	+5%	+$761	0.01%	470
2024 Q4	$14.2K	Buy	727 +58	+9%	+$1.17K	0.01%	472
2024 Q3	$14.2K	Buy	669 +60	+10%	+$1.23K	0.01%	494
2024 Q2	$12.1K	Buy	609 +68	+13%	+$1.37K	0.01%	502
2024 Q1	$11.1K	Sell	541 -38	-7%	-$788	0.01%	516
2023 Q4	$12.3K	Buy	579 +50	+9%	+$1.01K	0.01%	499
2023 Q3	$10.5K	Sell	529 -79	-13%	-$1.64K	0.01%	537
2023 Q2	$12.9K	Buy	608 +43	+8%	+$908	0.01%	526
2023 Q1	$12K	Buy	565 +30	+6%	+$631	0.01%	544
2022 Q4	$11K	Buy	535 +50	+10%	+$983	0.01%	561
2022 Q3	$9K	Buy	485 +61	+14%	+$1.23K	﹤0.01%	594
2022 Q2	$9K	Buy	424 +29	+7%	+$618	﹤0.01%	614
2022 Q1	$9K	Buy	395 +60	+18%	+$1.42K	﹤0.01%	656
2021 Q4	$8K	Buy	335 +25	+8%	+$618	﹤0.01%	692
2021 Q3	$8K	Buy	310 +23	+8%	+$598	﹤0.01%	697
2021 Q2	$8K	Buy	287 +102	+55%	+$2.71K	﹤0.01%	772
2021 Q1	$5K	Buy	185 +18	+11%	+$489	﹤0.01%	823
2020 Q4	$5K	Buy	167 +10	+6%	+$271	﹤0.01%	780
2020 Q3	$4K	Buy	157 +9	+6%	+$239	﹤0.01%	777
2020 Q2	$4K	Buy	148 +10	+7%	+$256	﹤0.01%	763
2020 Q1	$3K	Buy	138 +12	+10%	+$321	﹤0.01%	791
2019 Q4	$4K	Buy	126 +10	+9%	+$275	﹤0.01%	859
2019 Q3	$3K	Buy	116 +9	+8%	+$248	﹤0.01%	916
2019 Q2	$3K	Buy	107 +4	+4%	+$107	﹤0.01%	876
2019 Q1	$3K	Buy	103 +5	+5%	+$136	﹤0.01%	927
2018 Q4	$3K	Buy	98 +10	+11%	+$262	﹤0.01%	885
2018 Q3	$2K	Sell	88 -893	-91%	-$23.7K	﹤0.01%	975
2018 Q2	$26K	Buy	981 +818	+502%	+$23.3K	0.01%	675
2018 Q1	$5K	Buy	+163	New	+$4.92K	﹤0.01%	896

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Optimum Investment Advisors's EBND Position: Q3 2025 in Review

Optimum Investment Advisors increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 6.6% in Q3 2025, buying an estimated $1.02K and bringing the position to 776 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #462.

Optimum Investment Advisors first reported a position in EBND in Q1 2018 and has held it in 31 quarters since. The position peaked at $26K in Q2 2018. 204 funds tracked by Wall St. Rank hold EBND as of Q3 2025.

Optimum Investment Advisors held 776 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $16.6K as of Q3 2025.
Optimum Investment Advisors bought 48 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2025, an estimated $1.02K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #462 holding.
Optimum Investment Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2018 and has held it in 31 quarters since.
Optimum Investment Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $26K in Q2 2018.
204 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.