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

Perigon Wealth Management’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	$2.01M	Buy	96,166 +11,598	+14%	+$243K	0.03%	412
2026 Q1	$1.75M	Buy	84,568 +4,915	+6%	+$105K	0.03%	406
2025 Q4	$1.7M	Buy	79,653 +422	+0.5%	+$8.98K	0.03%	404
2025 Q3	$1.69M	Buy	79,231 +1,008	+1%	+$21.4K	0.03%	388
2025 Q2	$1.67M	Sell	78,223 -198	-0.3%	-$4.09K	0.04%	370
2025 Q1	$1.57M	Buy	78,421 +963	+1%	+$19.3K	0.04%	352
2024 Q4	$1.52M	Buy	77,458 +21,809	+39%	+$440K	0.04%	350
2024 Q3	$1.18M	Sell	55,649 -570	-1%	-$11.7K	0.03%	392
2024 Q2	$1.12M	Sell	56,219 -1,285	-2%	-$25.9K	0.03%	347
2024 Q1	$1.18M	Buy	57,504 +1,622	+3%	+$33.7K	0.04%	335
2023 Q4	$1.19M	Buy	55,882 +1,344	+2%	+$27.2K	0.04%	306
2023 Q3	$1.08M	Buy	54,538 +273	+0.5%	+$5.67K	0.04%	291
2023 Q2	$1.15M	Buy	54,265 +557	+1%	+$11.8K	0.05%	288
2023 Q1	$1.14M	Buy	53,708 +5,312	+11%	+$112K	0.06%	249
2022 Q4	$995K	Buy	48,396 +6,301	+15%	+$124K	0.06%	266
2022 Q3	$799K	Sell	42,095 -90	-0.2%	-$1.81K	0.07%	237
2022 Q2	$863K	Buy	42,185 +5,194	+14%	+$111K	0.07%	230
2022 Q1	$841K	Buy	36,991 +2,548	+7%	+$60.2K	0.06%	263
2021 Q4	$842K	Buy	34,443 +1,683	+5%	+$41.6K	0.06%	245
2021 Q3	$829K	Buy	32,760 +1,028	+3%	+$26.7K	0.07%	224
2021 Q2	$839K	Buy	31,732 +2,596	+9%	+$69K	0.07%	223
2021 Q1	$758K	Sell	29,136 -205	-0.7%	-$5.57K	0.08%	220
2020 Q4	$823K	Buy	29,341 +838	+3%	+$22.7K	0.1%	173
2020 Q3	$749K	Buy	28,503 +912	+3%	+$24.2K	0.1%	159
2020 Q2	$723K	Buy	27,591 +16,280	+144%	+$416K	0.11%	144
2020 Q1	$284K	Buy	11,311 +2,298	+25%	+$61.6K	0.05%	242
2019 Q4	$251K	Buy	+9,013	New	+$248K	0.05%	221

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Perigon Wealth Management's EBND Position: Q2 2026 in Review

Perigon Wealth Management increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 14% in Q2 2026, buying an estimated $243K and bringing the position to 96,166 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #412.

Perigon Wealth Management first reported a position in EBND in Q4 2019 and has held it in 27 quarters since. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Perigon Wealth Management held 96,166 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $2.01M as of Q2 2026.
Perigon Wealth Management bought 11,598 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $243K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #412 holding.
Perigon Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and has held it in 27 quarters since.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

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