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

USAdvisors 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
2025 Q1	–	Sell	-10,765	Closed	-$210K	–	144
2024 Q4	$210K	Buy	10,765 +392	+4%	+$7.9K	0.07%	127
2024 Q3	$221K	Sell	10,373 -2,589	-20%	-$53.3K	0.08%	115
2024 Q2	$257K	Buy	12,962 +571	+5%	+$11.5K	0.09%	106
2024 Q1	$254K	Buy	12,391 +1,062	+9%	+$22K	0.1%	115
2023 Q4	$240K	Sell	11,329 -29,398	-72%	-$595K	0.1%	114
2023 Q3	$807K	Buy	40,727 +922	+2%	+$19.2K	0.36%	68
2023 Q2	$841K	Buy	39,805 +792	+2%	+$16.7K	0.4%	65
2023 Q1	$828K	Buy	39,013 +493	+1%	+$10.4K	0.39%	64
2022 Q4	$792K	Buy	38,520 +692	+2%	+$13.6K	0.38%	64
2022 Q3	$718K	Buy	37,828 +951	+3%	+$19.2K	0.37%	65
2022 Q2	$754K	Buy	36,877 +755	+2%	+$16.1K	0.38%	60
2022 Q1	$821K	Buy	36,122 +11,341	+46%	+$268K	0.35%	67
2021 Q4	$606K	Buy	24,781 +1,341	+6%	+$33.1K	0.25%	74
2021 Q3	$593K	Buy	23,440 +1,905	+9%	+$49.5K	0.26%	74
2021 Q2	$568K	Buy	21,535 +5,164	+32%	+$137K	0.31%	67
2021 Q1	$426K	Buy	16,371 +7,252	+80%	+$197K	0.21%	79
2020 Q4	$255K	Buy	+9,119	New	+$247K	0.12%	78

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

USAdvisors Wealth Management's EBND Position: Q1 2025 in Review

USAdvisors Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 10,765 shares — an estimated $210K sold.

USAdvisors Wealth Management first reported a position in EBND in Q4 2020 and held it in 17 quarters. The position peaked at $841K in Q2 2023. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

USAdvisors Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
USAdvisors Wealth Management sold 10,765 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $210K.
USAdvisors Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2020 and held it in 17 quarters.
USAdvisors Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $841K in Q2 2023.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on USAdvisors Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.