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

Richardson Financial Services’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	$117K	Buy	5,570 +47	+0.9%	+$985	0.07%	216
2026 Q1	$114K	Sell	5,523 -885	-14%	-$18.9K	0.07%	212
2025 Q4	$140K	Sell	6,408 -239	-4%	-$5.08K	0.05%	197
2025 Q3	$142K	Sell	6,647 -174	-3%	-$3.7K	0.09%	175
2025 Q2	$145K	Sell	6,821 -1,252	-16%	-$25.9K	0.1%	172
2025 Q1	$162K	Sell	8,073 -9,538	-54%	-$191K	0.12%	157
2024 Q4	$345K	Sell	17,611 -2,140	-11%	-$43.1K	0.24%	106
2024 Q3	$394K	Buy	19,751 +518	+3%	+$10.7K	0.25%	100
2024 Q2	$383K	Buy	19,233 +119	+0.6%	+$2.39K	0.28%	98
2024 Q1	$392K	Buy	19,114 +1,312	+7%	+$27.2K	0.28%	94
2023 Q4	$378K	Buy	+17,802	New	+$360K	0.33%	89

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

Richardson Financial Services's EBND Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 0.85% in Q2 2026, buying an estimated $985 and bringing the position to 5,570 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #216.

Richardson Financial Services first reported a position in EBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $394K in Q3 2024. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Richardson Financial Services held 5,570 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $117K as of Q2 2026.
Richardson Financial Services bought 47 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $985.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #216 holding.
Richardson Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $394K in Q3 2024.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.