Sound Stewardship’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Sound Stewardship’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 Q1	–	Sell	-157,787	Closed	-$3.35M	–	65
2023 Q4	$3.35M	Sell	157,787 -30,287	-16%	-$613K	2.22%	17
2023 Q3	$3.73M	Buy	188,074 +4,155	+2%	+$86.3K	2.5%	17
2023 Q2	$3.89M	Sell	183,919 -11	-0%	-$232	2.56%	17
2023 Q1	$3.9M	Buy	183,930 +3,953	+2%	+$83.2K	2.63%	17
2022 Q4	$3.7M	Buy	+179,977	New	+$3.54M	2.74%	14

Other funds holding EBND

CSIA

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sound Stewardship's EBND Position: Q1 2024 in Review

Sound Stewardship sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2024, closing a stake of 157,787 shares — an estimated $3.35M sold.

Sound Stewardship first reported a position in EBND in Q4 2022 and held it in 5 quarters. The position peaked at $3.9M in Q1 2023. 198 funds tracked by Wall St. Rank hold EBND as of Q1 2024.

Sound Stewardship reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2024 after selling out during the quarter.
Sound Stewardship sold 157,787 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2024, an estimated $3.35M.
Sound Stewardship first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 5 quarters.
Sound Stewardship's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3.9M in Q1 2023.
198 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2024.

Based on Sound Stewardship's 13F filing for Q1 2024, filed 8 May 2024.