Valtinson Bruner Financial Planning’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Valtinson Bruner Financial Planning’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 Q1	$1.81M	Buy	87,463 +8,380	+11%	+$179K	0.5%	38
2025 Q4	$1.69M	Buy	79,083 +13,206	+20%	+$281K	0.49%	41
2025 Q3	$1.41M	Buy	+65,877	New	+$1.4M	0.42%	46
2021 Q3	–	Sell	-117,406	Closed	-$3.07M	–	95
2021 Q2	$3.07M	Buy	117,406 +7,902	+7%	+$210K	1.75%	23
2021 Q1	$2.91M	Sell	109,504 -2,544	-2%	-$69.1K	1.72%	23
2020 Q4	$3.13M	Buy	112,048 +58,093	+108%	+$1.58M	1.96%	18
2020 Q3	$1.42M	Sell	53,955 -5,292	-9%	-$141K	0.99%	28
2020 Q2	$1.57M	Buy	59,247 +5,272	+10%	+$135K	1.12%	23
2020 Q1	$1.35M	Buy	53,975 +1,193	+2%	+$32K	1.09%	20
2019 Q4	$1.47M	Sell	52,782 -10,735	-17%	-$295K	1.05%	21
2019 Q3	$1.75M	Buy	+63,517	New	+$1.75M	1.42%	20

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

Valtinson Bruner Financial Planning's EBND Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 11% in Q1 2026, buying an estimated $179K and bringing the position to 87,463 shares worth $1.81M. The position accounts for 0.5% of the portfolio, ranked #38.

Valtinson Bruner Financial Planning first reported a position in EBND in Q3 2019 and has held it in 11 quarters since. The position peaked at $3.13M in Q4 2020. 234 funds tracked by Wall St. Rank hold EBND as of Q1 2026.

Valtinson Bruner Financial Planning held 87,463 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $1.81M as of Q1 2026.
Valtinson Bruner Financial Planning bought 8,380 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2026, an estimated $179K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.5% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #38 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and has held it in 11 quarters since.
Valtinson Bruner Financial Planning's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3.13M in Q4 2020.
234 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.