Sharkey, Howes & Javer’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Sharkey, Howes & Javer’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	$337K	Sell	16,097 -17,938	-53%	-$376K	0.04%	135
2026 Q1	$702K	Sell	34,035 -10,040	-23%	-$215K	0.09%	96
2025 Q4	$942K	Sell	44,075 -8,969	-17%	-$191K	0.12%	81
2025 Q3	$1.13M	Sell	53,044 -5,115	-9%	-$109K	0.15%	79
2025 Q2	$1.24M	Sell	58,159 -5,666	-9%	-$117K	0.17%	84
2025 Q1	$1.28M	Sell	63,825 -41,227	-39%	-$825K	0.18%	77
2024 Q4	$2.05M	Sell	105,052 -3,005	-3%	-$60.6K	0.29%	60
2024 Q3	$2.3M	Buy	+108,057	New	+$2.22M	0.33%	53

Other funds holding EBND

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return