United Capital Financial Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

United Capital Financial 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
2021 Q4	–	Sell	-9,671	Closed	-$245K	–	1215
2021 Q3	$245K	Sell	9,671 -11,256	-54%	-$293K	﹤0.01%	1083
2021 Q2	$553K	Sell	20,927 -2,342	-10%	-$62.3K	﹤0.01%	836
2021 Q1	$605K	Buy	23,269 +2,153	+10%	+$58.5K	﹤0.01%	799
2020 Q4	$592K	Buy	21,116 +7,334	+53%	+$199K	﹤0.01%	804
2020 Q3	$362K	Sell	13,782 -1,810	-12%	-$48.1K	﹤0.01%	909
2020 Q2	$409K	Buy	15,592 +3,185	+26%	+$81.5K	﹤0.01%	934
2020 Q1	$304K	Buy	+12,407	New	+$332K	﹤0.01%	966

Other funds holding EBND

CSIA

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

MERSOM

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

United Capital Financial Advisors's EBND Position: Q4 2021 in Review

United Capital Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2021, closing a stake of 9,671 shares — an estimated $245K sold.

United Capital Financial Advisors first reported a position in EBND in Q1 2020 and held it in 7 quarters. The position peaked at $605K in Q1 2021. 152 funds tracked by Wall St. Rank hold EBND as of Q4 2021.

United Capital Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 9,671 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2021, an estimated $245K.
United Capital Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2020 and held it in 7 quarters.
United Capital Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $605K in Q1 2021.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.