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TrueWealth LLC’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

TrueWealth LLC’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
2019
Q3 		– Sell
-6
Closed – – 701
2019
Q2 		$0 Buy
+6
New +$161 ﹤0.01% 727

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

TrueWealth LLC's EBND Position: Q3 2019 in Review

TrueWealth LLC sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2019, closing a stake of 6 shares.

TrueWealth LLC first reported a position in EBND in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 99 funds tracked by Wall St. Rank hold EBND as of Q3 2019.

  • TrueWealth LLC reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TrueWealth LLC sold 6 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2019.
  • TrueWealth LLC first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2019 and held it in 1 quarter.
  • TrueWealth LLC's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $0 in Q2 2019.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.