VBFG
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Vishria Bird Financial Group’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Vishria Bird Financial Group’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
2024
Q4 		– Sell
-9,706
Closed -$206K – 81
2024
Q3 		$206K Buy
+9,706
New +$200K 0.08% 81

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State Street
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vishria Bird Financial Group's EBND Position: Q4 2024 in Review

Vishria Bird Financial Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 9,706 shares — an estimated $206K sold.

Vishria Bird Financial Group first reported a position in EBND in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

  • Vishria Bird Financial Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Vishria Bird Financial Group sold 9,706 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $206K.
  • Vishria Bird Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2024 and held it in 1 quarter.
  • Vishria Bird Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $206K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on Vishria Bird Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.