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Planned Solutions’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Planned Solutions’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
-1,355
Closed -$28.8K – 251
2024
Q3 		$28.8K Buy
+1,355
New +$27.9K 0.01% 359
2024
Q1 		– Sell
-1,280
Closed -$27.2K – 212
2023
Q4 		$27.2K Buy
+1,280
New +$25.9K 0.01% 349

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planned Solutions's EBND Position: Q4 2024 in Review

Planned Solutions sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 1,355 shares — an estimated $28.8K sold.

Planned Solutions first reported a position in EBND in Q4 2023 and held it in 2 quarters. The position peaked at $28.8K in Q3 2024. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

  • Planned Solutions reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,355 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $28.8K.
  • Planned Solutions first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $28.8K 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 Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.