Pension & Wealth Management Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Pension & Wealth Management 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
2026 Q2	$523K	Buy	25,018 +1,815	+8%	+$38.1K	0.14%	102
2026 Q1	$479K	Buy	23,203 +2,383	+11%	+$50.9K	0.14%	102
2025 Q4	$445K	Buy	20,820 +161	+0.8%	+$3.42K	0.13%	105
2025 Q3	$441K	Sell	20,659 -569	-3%	-$12.1K	0.14%	91
2025 Q2	$454K	Sell	21,228 -763	-3%	-$15.8K	0.15%	86
2025 Q1	$441K	Sell	21,991 -1,190	-5%	-$23.8K	0.16%	88
2024 Q4	$453K	Buy	23,181 +1,336	+6%	+$26.9K	0.18%	85
2024 Q3	$465K	Buy	21,845 +4,357	+25%	+$89.6K	0.24%	57
2024 Q2	$348K	Sell	17,488 -24,123	-58%	-$485K	0.2%	71
2024 Q1	$853K	Buy	41,611 +9,546	+30%	+$198K	0.56%	31
2023 Q4	$681K	Buy	32,065 +893	+3%	+$18.1K	0.43%	35
2023 Q3	$618K	Buy	31,172 +8,206	+36%	+$170K	0.45%	33
2023 Q2	$572K	Sell	22,966 -149	-0.6%	-$3.15K	0.42%	33
2023 Q1	$491K	Sell	23,115 -416	-2%	-$8.75K	0.39%	35
2022 Q4	$484K	Buy	+23,531	New	+$463K	0.41%	32

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIC

Hamrick Investment Counsel Seattle, Washington $151M AUM

Pension & Wealth Management Advisors's EBND Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 7.8% in Q2 2026, buying an estimated $38.1K and bringing the position to 25,018 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #102.

Pension & Wealth Management Advisors first reported a position in EBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $853K in Q1 2024. 231 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Pension & Wealth Management Advisors held 25,018 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $523K as of Q2 2026.
Pension & Wealth Management Advisors bought 1,815 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $38.1K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.14% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #102 holding.
Pension & Wealth Management Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $853K in Q1 2024.
231 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.