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 Q3	–	Sell	-35,106	Closed	-$734K	–	70
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

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Upper Left Wealth Management's EBND Position: Q3 2026 in Review

Upper Left Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2026, closing a stake of 35,106 shares — an estimated $734K sold.

Upper Left Wealth Management first reported a position in EBND in Q4 2021 and held it in 19 quarters. The position peaked at $1.02M in Q1 2022. 17 funds tracked by Wall St. Rank hold EBND as of Q3 2026.

Upper Left Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2026 after selling out during the quarter.
Upper Left Wealth Management sold 35,106 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2026, an estimated $734K.
Upper Left Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 19 quarters.
Upper Left Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.02M in Q1 2022.
17 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.