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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's EBND Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 53% in Q2 2026, selling an estimated $376K and leaving 16,097 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #135.

Sharkey, Howes & Javer first reported a position in EBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2024. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Sharkey, Howes & Javer held 16,097 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $337K as of Q2 2026.
Sharkey, Howes & Javer sold 17,938 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $376K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #135 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.3M in Q3 2024.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.