Plante Moran Financial Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Plante Moran Financial 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
2024 Q2	–	Sell	-363	Closed	-$7.3K	–	808
2024 Q1	$7.44K	Sell	363 -280	-44%	-$5.81K	﹤0.01%	645
2023 Q4	$13.7K	Buy	+643	New	+$13K	﹤0.01%	512
2023 Q1	–	Sell	-199	Closed	-$4.09K	–	817
2022 Q4	$4.09K	Buy	199 +158	+385%	+$3.11K	﹤0.01%	692
2022 Q3	$1K	Buy	+41	New	+$826	﹤0.01%	814
2022 Q2	–	Sell	-181	Closed	-$4K	–	993
2022 Q1	$4K	Buy	+181	New	+$4.28K	﹤0.01%	692
2020 Q1	–	Sell	-3,584	Closed	-$100K	–	753
2019 Q4	$100K	Hold	3,584	–	–	0.03%	228
2019 Q3	$98K	Buy	+3,584	New	+$98.7K	0.03%	243
2019 Q2	–	Sell	-984	Closed	-$26K	–	788
2019 Q1	$26K	Buy	984 +975	+10,833%	+$26.5K	0.01%	433
2018 Q4	$0	Buy	+9	New	+$236	﹤0.01%	906

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Plante Moran Financial Advisors's EBND Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2024, closing a stake of 363 shares — an estimated $7.3K sold.

Plante Moran Financial Advisors first reported a position in EBND in Q4 2018 and held it in 9 quarters. The position peaked at $100K in Q4 2019. 185 funds tracked by Wall St. Rank hold EBND as of Q2 2024.

Plante Moran Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 363 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2024, an estimated $7.3K.
Plante Moran Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2018 and held it in 9 quarters.
Plante Moran Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $100K in Q4 2019.
185 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.