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

Root Financial Partners’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 Q3	$63.4K	Buy	+3,078	New	+$64.5K	﹤0.01%	961
2026 Q2	–	Sell	-2,996	Closed	-$61.8K	–	1187
2026 Q1	$61.8K	Buy	2,996 +2,191	+272%	+$46.8K	﹤0.01%	775
2025 Q4	$17.2K	Sell	805 -181	-18%	-$3.85K	﹤0.01%	1250
2025 Q3	$21.1K	Buy	+986	New	+$21K	﹤0.01%	1095

Other funds holding EBND

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $740M AUM 41.8% 1-Year Est. Return

Avos Capital Management Seattle, Washington $255M AUM 7.58% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Root Financial Partners's EBND Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2026: 3,078 shares worth $63.4K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EBND as recently as Q1 2026.

Root Financial Partners first reported a position in EBND in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold EBND as of Q3 2026.

Root Financial Partners held 3,078 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $63.4K as of Q3 2026.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #961 holding.
Root Financial Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2025 and has held it in 4 quarters since.
214 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.