Stonehaven Wealth & Tax Solutions’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Stonehaven Wealth & Tax Solutions’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 Q2	$518K	Sell	24,764 -576	-2%	-$12.1K	0.41%	44
2026 Q1	$523K	Buy	25,340 +4,094	+19%	+$87.5K	0.46%	40
2025 Q4	$454K	Buy	21,246 +1,206	+6%	+$25.7K	0.41%	40
2025 Q3	$428K	Buy	20,040 +154	+0.8%	+$3.28K	0.4%	42
2025 Q2	$426K	Buy	19,886 +2,362	+13%	+$48.8K	0.42%	40
2025 Q1	$352K	Sell	17,524 -2,433	-12%	-$48.7K	0.37%	42
2024 Q4	$390K	Buy	+19,957	New	+$402K	0.42%	51

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's EBND Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 2.3% in Q2 2026, selling an estimated $12.1K and leaving 24,764 shares worth $518K. The position accounts for 0.41% of the portfolio, ranked #44.

Stonehaven Wealth & Tax Solutions first reported a position in EBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q1 2026. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 24,764 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $518K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 576 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $12.1K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.41% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #44 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $523K in Q1 2026.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.