ORG Partners’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

ORG Partners’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 Q4	–	Sell	-26	Closed	-$572	–	1303
2024 Q3	$572	Hold	26	–	–	﹤0.01%	1042
2024 Q2	$523	Buy	+26	New	+$523	﹤0.01%	1631
2024 Q1	–	Sell	-25	Closed	-$550	–	681
2023 Q4	$550	Buy	+25	New	+$506	﹤0.01%	1039
2023 Q3	–	Sell	-25	Closed	-$530	–	1426
2023 Q2	$530	Buy	+25	New	+$528	﹤0.01%	1277

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

ORG Partners's EBND Position: Q4 2024 in Review

ORG Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 26 shares — an estimated $572 sold.

ORG Partners first reported a position in EBND in Q2 2023 and held it in 4 quarters. The position peaked at $572 in Q3 2024. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

ORG Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
ORG Partners sold 26 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $572.
ORG Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2023 and held it in 4 quarters.
ORG Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $572 in Q3 2024.
210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.