TCI Wealth Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-507	Closed	-$10.8K	–	788
2023 Q1	$10.8K	Hold	507	–	–	﹤0.01%	1048
2022 Q4	$10.4K	Buy	+507	New	+$9.97K	﹤0.01%	1049

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

TCI Wealth Advisors's EBND Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2023, closing a stake of 507 shares — an estimated $10.8K sold.

TCI Wealth Advisors first reported a position in EBND in Q4 2022 and held it in 2 quarters. The position peaked at $10.8K in Q1 2023. 176 funds tracked by Wall St. Rank hold EBND as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 507 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2023, an estimated $10.8K.
TCI Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 2 quarters.
TCI Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $10.8K in Q1 2023.
176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.