Richard W. Paul & Associates’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Richard W. Paul & Associates’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 Q2	$41.9K	Buy	2,005 +158	+9%	+$3.31K	0.01%	181
2026 Q1	$38.1K	Buy	1,847 +21	+1%	+$449	0.01%	182
2025 Q4	$39K	Sell	1,826 -179	-9%	-$3.81K	0.01%	181
2025 Q3	$42.8K	Sell	2,005 -922	-31%	-$19.6K	0.01%	184
2025 Q2	$62.6K	Sell	2,927 -88	-3%	-$1.82K	0.02%	190
2025 Q1	$60.5K	Sell	3,015 -1,138	-27%	-$22.8K	0.02%	190
2024 Q4	$81.1K	Buy	4,153 +66	+2%	+$1.33K	0.03%	197
2024 Q3	$86.9K	Buy	4,087 +474	+13%	+$9.75K	0.03%	195
2024 Q2	$71.9K	Buy	3,613 +100	+3%	+$2.01K	0.03%	195
2024 Q1	$72K	Sell	3,513 -348	-9%	-$7.22K	0.03%	203
2023 Q4	$82K	Sell	3,861 -180	-4%	-$3.64K	0.03%	200
2023 Q3	$80.1K	Sell	4,041 -606	-13%	-$12.6K	0.04%	190
2023 Q2	$98.3K	Buy	4,647 +5	+0.1%	+$106	0.04%	190
2023 Q1	$98.5K	Sell	4,642 -169	-4%	-$3.56K	0.05%	192
2022 Q4	$98.9K	Buy	+4,811	New	+$94.6K	0.05%	193

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

VMPIC

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Richard W. Paul & Associates's EBND Position: Q2 2026 in Review

Richard W. Paul & Associates increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 8.6% in Q2 2026, buying an estimated $3.31K and bringing the position to 2,005 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #181.

Richard W. Paul & Associates first reported a position in EBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $98.9K in Q4 2022. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Richard W. Paul & Associates held 2,005 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $41.9K as of Q2 2026.
Richard W. Paul & Associates bought 158 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $3.31K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #181 holding.
Richard W. Paul & Associates first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $98.9K in Q4 2022.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.