RFP
EBND icon

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
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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Root Financial Partners's EBND Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2026, closing a stake of 2,996 shares — an estimated $61.8K sold.

Root Financial Partners first reported a position in EBND in Q3 2025 and held it in 3 quarters. The position peaked at $61.8K in Q1 2026. 82 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,996 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $61.8K.
  • Root Financial Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $61.8K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.