Sargent Bickham Lagudis’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$1.65K	Buy	+80	New	+$1.57K	﹤0.01%	940
2020 Q1	–	Sell	-3	Closed	–	–	808
2019 Q4	$0	Buy	+3	New	+$82	﹤0.01%	850

Other funds holding EBND

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Sargent Bickham Lagudis's EBND Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2022: 80 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in EBND as recently as Q4 2019.

Sargent Bickham Lagudis first reported a position in EBND in Q4 2019 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold EBND as of Q4 2022.

Sargent Bickham Lagudis held 80 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $1.65K as of Q4 2022.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #940 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and has held it in 2 quarters since.
174 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.