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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-83,293
Closed -$1.76M 90
2023
Q1
$1.76M Buy
83,293
+3,242
+4% +$68.2K 1.31% 24
2022
Q4
$1.65M Buy
+80,051
New +$1.57M 1.38% 21

Other funds holding EBND

Rooted Wealth Advisors's EBND Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2023, closing a stake of 83,293 shares — an estimated $1.76M sold.

Rooted Wealth Advisors first reported a position in EBND in Q4 2022 and held it in 2 quarters. The position peaked at $1.76M in Q1 2023. 176 funds tracked by Wall St. Rank hold EBND as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 83,293 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2023, an estimated $1.76M.
  • Rooted Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.76M in Q1 2023.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.