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

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

Empower Advisory Group

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

SEI Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

CI Investments Inc

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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