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

SOA Wealth Advisors’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
2024 Q2	–	Sell	-19	Closed	-$390	–	870
2024 Q1	$390	Hold	19	–	–	﹤0.01%	817
2023 Q4	$404	Hold	19	–	–	﹤0.01%	811
2023 Q3	$377	Hold	19	–	–	﹤0.01%	839
2023 Q2	$402	Hold	19	–	–	﹤0.01%	844
2023 Q1	$403	Hold	19	–	–	﹤0.01%	861
2022 Q4	$391	Hold	19	–	–	﹤0.01%	860
2022 Q3	$0	Hold	19	–	–	﹤0.01%	860
2022 Q2	$0	Hold	19	–	–	﹤0.01%	858
2022 Q1	$0	Buy	+19	New	+$449	﹤0.01%	922

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

SOA Wealth Advisors's EBND Position: Q2 2024 in Review

SOA Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2024, closing a stake of 19 shares — an estimated $390 sold.

SOA Wealth Advisors first reported a position in EBND in Q1 2022 and held it in 9 quarters. The position peaked at $404 in Q4 2023. 184 funds tracked by Wall St. Rank hold EBND as of Q2 2024.

SOA Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 19 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2024, an estimated $390.
SOA Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2022 and held it in 9 quarters.
SOA Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $404 in Q4 2023.
184 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.