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

Riversedge 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
2023 Q1	–	Sell	-51,569	Closed	-$1.06M	–	72
2022 Q4	$1.06M	Buy	51,569 +11,612	+29%	+$228K	0.34%	36
2022 Q3	$758K	Sell	39,957 -1,715	-4%	-$34.6K	0.27%	38
2022 Q2	$852K	Sell	41,672 -5,484	-12%	-$117K	0.32%	36
2022 Q1	$1.07M	Sell	47,156 -20,996	-31%	-$496K	0.35%	35
2021 Q4	$1.67M	Buy	68,152 +8,385	+14%	+$207K	0.53%	27
2021 Q3	$1.51M	Sell	59,767 -3,780	-6%	-$98.3K	0.52%	26
2021 Q2	$1.68M	Buy	63,547 +14,116	+29%	+$375K	0.61%	23
2021 Q1	$1.29M	Buy	49,431 +3,944	+9%	+$107K	0.55%	24
2020 Q4	$1.28M	Buy	45,487 +748	+2%	+$20.3K	0.59%	23
2020 Q3	$1.18M	Buy	44,739 +2,373	+6%	+$63K	0.62%	23
2020 Q2	$1.11M	Buy	42,366 +11,351	+37%	+$290K	0.65%	22
2020 Q1	$760K	Buy	+31,015	New	+$831K	0.67%	24

Other funds holding EBND

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

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

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

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

Riversedge Advisors's EBND Position: Q1 2023 in Review

Riversedge Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2023, closing a stake of 51,569 shares — an estimated $1.06M sold.

Riversedge Advisors first reported a position in EBND in Q1 2020 and held it in 12 quarters. The position peaked at $1.68M in Q2 2021. 181 funds tracked by Wall St. Rank hold EBND as of Q1 2023.

Riversedge Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2023 after selling out during the quarter.
Riversedge Advisors sold 51,569 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2023, an estimated $1.06M.
Riversedge Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2020 and held it in 12 quarters.
Riversedge Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.68M in Q2 2021.
181 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2023.

Based on Riversedge Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.