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

Towerpoint Wealth’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	-12,020	Closed	-$228K	–	86
2022 Q3	$228K	Sell	12,020 -1,190	-9%	-$24K	0.14%	75
2022 Q2	$270K	Sell	13,210 -332	-2%	-$7.07K	0.16%	74
2022 Q1	$308K	Sell	13,542 -8,410	-38%	-$199K	0.15%	68
2021 Q4	$537K	Buy	+21,952	New	+$543K	0.25%	49

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

Towerpoint Wealth's EBND Position: Q4 2022 in Review

Towerpoint Wealth sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2022, closing a stake of 12,020 shares — an estimated $228K sold.

Towerpoint Wealth first reported a position in EBND in Q4 2021 and held it in 4 quarters. The position peaked at $537K in Q4 2021. 174 funds tracked by Wall St. Rank hold EBND as of Q4 2022.

Towerpoint Wealth reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2022 after selling out during the quarter.
Towerpoint Wealth sold 12,020 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2022, an estimated $228K.
Towerpoint Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 4 quarters.
Towerpoint Wealth's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $537K 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 Towerpoint Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.