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

Phillips Financial 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 Q1	–	Sell	-271	Closed	-$5.79K	–	291
2025 Q4	$5.79K	Buy	+271	New	+$5.76K	﹤0.01%	297

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

VMPIC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Phillips Financial Management's EBND Position: Q1 2026 in Review

Phillips Financial Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2026, closing a stake of 271 shares — an estimated $5.79K sold.

Phillips Financial Management first reported a position in EBND in Q4 2025 and held it in 1 quarter. The position peaked at $5.79K in Q4 2025. 235 funds tracked by Wall St. Rank hold EBND as of Q1 2026.

Phillips Financial Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 271 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2026, an estimated $5.79K.
Phillips Financial Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2025 and held it in 1 quarter.
Phillips Financial Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $5.79K in Q4 2025.
235 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.