Rice Partnership’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Rice Partnership’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	-193	Closed	-$4.11K	–	170
2024 Q3	$4.11K	Buy	+193	New	+$3.97K	﹤0.01%	165
2024 Q2	–	Sell	-116	Closed	-$2.38K	–	155
2024 Q1	$2.38K	Buy	+116	New	+$2.41K	﹤0.01%	153

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rice Partnership's EBND Position: Q4 2024 in Review

Rice Partnership sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 193 shares — an estimated $4.11K sold.

Rice Partnership first reported a position in EBND in Q1 2024 and held it in 2 quarters. The position peaked at $4.11K in Q3 2024. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

Rice Partnership reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
Rice Partnership sold 193 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $4.11K.
Rice Partnership first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2024 and held it in 2 quarters.
Rice Partnership's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $4.11K 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 Rice Partnership's 13F filing for Q4 2024, filed 24 Jan 2025.