Summit Wealth & Retirement Planning’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Summit Wealth & Retirement 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
2022 Q4	–	Sell	-12,200	Closed	-$231K	–	109
2022 Q3	$231K	Hold	12,200	–	–	0.09%	98
2022 Q2	$249K	Hold	12,200	–	–	0.1%	100
2022 Q1	$277K	Hold	12,200	–	–	0.1%	90
2021 Q4	$298K	Buy	+12,200	New	+$302K	0.1%	77

Other funds holding EBND

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Summit Wealth & Retirement Planning's EBND Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2022, closing a stake of 12,200 shares — an estimated $231K sold.

Summit Wealth & Retirement Planning first reported a position in EBND in Q4 2021 and held it in 4 quarters. The position peaked at $298K in Q4 2021. 174 funds tracked by Wall St. Rank hold EBND as of Q4 2022.

Summit Wealth & Retirement Planning reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 12,200 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2022, an estimated $231K.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 4 quarters.
Summit Wealth & Retirement Planning's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $298K in Q4 2021.
174 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.