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

Valeo 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 Q2	–	Sell	-36	Closed	-$1K	–	864
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	1881
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	1578
2020 Q3	$1K	Sell	36 -324	-90%	-$8.6K	﹤0.01%	1476
2020 Q2	$9K	Buy	+360	New	+$9.21K	﹤0.01%	1312

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Valeo Financial Advisors's EBND Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2021, closing a stake of 36 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in EBND in Q2 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 147 funds tracked by Wall St. Rank hold EBND as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 36 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $9K in Q2 2020.
147 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.