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

Reilly 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
2021 Q4	$1K	Buy	+44	New	+$1.09K	﹤0.01%	1051
2019 Q2	–	Sell	-43	Closed	-$1K	–	959
2019 Q1	$1K	Buy	+43	New	+$1.17K	﹤0.01%	922
2018 Q4	–	Sell	-27	Closed	-$1K	–	959
2018 Q3	$1K	Buy	+27	New	+$717	﹤0.01%	962

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Reilly Financial Advisors's EBND Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2021: 44 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in EBND as recently as Q1 2019.

Reilly Financial Advisors first reported a position in EBND in Q3 2018 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold EBND as of Q4 2021.

Reilly Financial Advisors held 44 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $1K as of Q4 2021.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF was a new Reilly Financial Advisors position in Q4 2021.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1051 holding.
Reilly Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2018 and has held it in 3 quarters since.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.