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

Simplicity Wealth’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
Q1 		$743K Buy
35,980
+7,603
+27% +$162K 0.04% 358
2025
Q4 		$606K Buy
28,377
+2,826
+11% +$60.1K 0.04% 386
2025
Q3 		$546K Sell
25,551
-18,231
-42% -$388K 0.03% 421
2025
Q2 		$937K Buy
+43,782
New +$904K 0.04% 337
2024
Q4 		– Sell
-18,355
Closed -$390K – 391
2024
Q3 		$390K Sell
18,355
-1,235
-6% -$25.4K 0.04% 342
2024
Q2 		$390K Buy
19,590
+2,582
+15% +$51.9K 0.01% 855
2024
Q1 		$349K Sell
17,008
-340
-2% -$7.05K 0.01% 867
2023
Q4 		$368K Buy
+17,348
New +$351K 0.14% 122

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return