Strategic Financial Planning’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Strategic Financial Planning’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	$430K	Sell	20,573 -20,742	-50%	-$435K	0.22%	33
2026 Q1	$2.65M	Buy	+41,315	New	+$883K	1.55%	17

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

Strategic Financial Planning's EBND Position: Q2 2026 in Review

Strategic Financial Planning reduced its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 50% in Q2 2026, selling an estimated $435K and leaving 20,573 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #33.

Strategic Financial Planning first reported a position in EBND in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.65M in Q1 2026. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Strategic Financial Planning held 20,573 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $430K as of Q2 2026.
Strategic Financial Planning sold 20,742 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $435K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.22% of Strategic Financial Planning's portfolio in Q2 2026, its #33 holding.
Strategic Financial Planning first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2026 and has held it in 2 quarters since.
Strategic Financial Planning's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.65M 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 Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.