Sonora Investment Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Sonora Investment Management’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
2021 Q1	–	Sell	-2	Closed	–	–	1747
2020 Q4	$0	Sell	2 -183	-99%	-$4.97K	﹤0.01%	1707
2020 Q3	$5K	Buy	185 +172	+1,323%	+$4.57K	﹤0.01%	1457
2020 Q2	$0	Buy	13 +2	+18%	+$51	﹤0.01%	1796
2020 Q1	$0	Buy	11 +2	+22%	+$54	﹤0.01%	1690
2019 Q4	$0	Hold	9	–	–	﹤0.01%	1678
2019 Q3	$0	Hold	9	–	–	﹤0.01%	1743
2019 Q2	$0	Buy	+9	New	+$242	﹤0.01%	1681

Other funds holding EBND

CSIA

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

MERSOM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Sonora Investment Management's EBND Position: Q1 2021 in Review

Sonora Investment Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2021, closing a stake of 2 shares.

Sonora Investment Management first reported a position in EBND in Q2 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 143 funds tracked by Wall St. Rank hold EBND as of Q1 2021.

Sonora Investment Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2021 after selling out during the quarter.
Sonora Investment Management sold 2 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2021.
Sonora Investment Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2019 and held it in 7 quarters.
Sonora Investment Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $5K in Q3 2020.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.