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

Strategic Investment 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
2024 Q4	–	Sell	-9	Closed	-$191	–	658
2024 Q3	$191	Hold	9	–	–	﹤0.01%	605
2024 Q2	$182	Buy	+9	New	+$181	﹤0.01%	581
2023 Q2	–	Sell	-39	Closed	-$828	–	903
2023 Q1	$828	Buy	+39	New	+$820	﹤0.01%	928

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Investment Solutions's EBND Position: Q4 2024 in Review

Strategic Investment Solutions sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 9 shares — an estimated $191 sold.

Strategic Investment Solutions first reported a position in EBND in Q1 2023 and held it in 3 quarters. The position peaked at $828 in Q1 2023. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

Strategic Investment Solutions reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
Strategic Investment Solutions sold 9 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $191.
Strategic Investment Solutions first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2023 and held it in 3 quarters.
Strategic Investment Solutions's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $828 in Q1 2023.
210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.