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

Upper Left Wealth Management’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	$734K	Buy	35,106 +7,078	+25%	+$148K	0.41%	47
2026 Q1	$578K	Buy	28,028 +2,694	+11%	+$57.6K	0.34%	49
2025 Q4	$541K	Sell	25,334 -237	-0.9%	-$5.04K	0.33%	50
2025 Q3	$546K	Sell	25,571 -621	-2%	-$13.2K	0.34%	50
2025 Q2	$561K	Sell	26,192 -832	-3%	-$17.2K	0.37%	46
2025 Q1	$542K	Buy	27,024 +1,687	+7%	+$33.8K	0.39%	45
2024 Q4	$495K	Buy	25,337 +694	+3%	+$14K	0.42%	47
2024 Q3	$511K	Sell	24,643 -10,571	-30%	-$217K	0.45%	44
2024 Q2	$700K	Buy	35,214 +3,128	+10%	+$62.9K	0.63%	40
2024 Q1	$658K	Buy	32,086 +3,717	+13%	+$77.1K	0.61%	39
2023 Q4	$603K	Buy	28,369 +7,407	+35%	+$150K	0.59%	41
2023 Q3	$416K	Sell	20,962 -98	-0.5%	-$2.04K	0.43%	42
2023 Q2	$446K	Sell	21,060 -1,336	-6%	-$28.2K	0.5%	41
2023 Q1	$475K	Sell	22,396 -259	-1%	-$5.45K	0.54%	39
2022 Q4	$466K	Sell	22,655 -22,353	-50%	-$440K	0.55%	38
2022 Q3	$865K	Sell	45,008 -452	-1%	-$9.11K	1.12%	31
2022 Q2	$930K	Buy	45,460 +564	+1%	+$12K	1.08%	28
2022 Q1	$1.02M	Buy	44,896 +13,016	+41%	+$307K	1.05%	28
2021 Q4	$779K	Buy	+31,880	New	+$788K	0.78%	30

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

Upper Left Wealth Management's EBND Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 25% in Q2 2026, buying an estimated $148K and bringing the position to 35,106 shares worth $734K. The position accounts for 0.41% of the portfolio, ranked #47.

Upper Left Wealth Management first reported a position in EBND in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2022. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Upper Left Wealth Management held 35,106 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $734K as of Q2 2026.
Upper Left Wealth Management bought 7,078 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $148K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.41% of Upper Left Wealth Management's portfolio in Q2 2026, its #47 holding.
Upper Left Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and has held it in 19 quarters since.
Upper Left Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.02M in Q1 2022.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.