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

Treasure Coast 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	$1.12M	Buy	53,569 +1,892	+4%	+$39.7K	0.55%	24
2026 Q1	$1.07M	Sell	51,677 -559	-1%	-$11.9K	0.55%	25
2025 Q4	$1.12M	Buy	52,236 +2,962	+6%	+$63K	0.59%	25
2025 Q3	$1.05M	Sell	49,274 -209	-0.4%	-$4.45K	0.59%	25
2025 Q2	$1.06M	Buy	49,483 +849	+2%	+$17.5K	0.62%	21
2025 Q1	$976K	Sell	48,634 -725	-1%	-$14.5K	0.61%	22
2024 Q4	$964K	Sell	49,359 -25,177	-34%	-$507K	0.64%	22
2024 Q3	$1.59M	Sell	74,536 -442	-0.6%	-$9.09K	0.98%	19
2024 Q2	$1.49M	Buy	74,978 +208	+0.3%	+$4.18K	0.98%	20
2024 Q1	$1.53M	Buy	74,770 +22	+0%	+$456	1%	20
2023 Q4	$1.59M	Buy	74,748 +20,200	+37%	+$409K	1.11%	18
2023 Q3	$1.08M	Buy	54,548 +172	+0.3%	+$3.57K	0.75%	20
2023 Q2	$1.15M	Sell	54,376 -230	-0.4%	-$4.86K	0.78%	21
2023 Q1	$1.16M	Sell	54,606 -4,953	-8%	-$104K	0.81%	23
2022 Q4	$1.23M	Buy	+59,559	New	+$1.17M	0.91%	22

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

Treasure Coast Financial Planning's EBND Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 3.7% in Q2 2026, buying an estimated $39.7K and bringing the position to 53,569 shares worth $1.12M. The position accounts for 0.55% of the portfolio, ranked #24.

Treasure Coast Financial Planning first reported a position in EBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q4 2023. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Treasure Coast Financial Planning held 53,569 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $1.12M as of Q2 2026.
Treasure Coast Financial Planning bought 1,892 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $39.7K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.55% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #24 holding.
Treasure Coast Financial Planning first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and has held it in 15 quarters since.
Treasure Coast Financial Planning's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.59M in Q4 2023.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.