VisionPoint Advisory Group’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

VisionPoint Advisory 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
2025 Q1	–	Sell	-5,409	Closed	-$106K	–	234
2024 Q4	$106K	Buy	5,409 +73	+1%	+$1.47K	0.04%	230
2024 Q3	$113K	Sell	5,336 -394	-7%	-$8.11K	0.04%	213
2024 Q2	$114K	Sell	5,730 -5	-0.1%	-$101	0.04%	207
2024 Q1	$118K	Buy	5,735 +494	+9%	+$10.3K	0.04%	197
2023 Q4	$111K	Buy	5,241 +1,865	+55%	+$37.7K	0.04%	185
2023 Q3	$66.9K	Buy	3,376 +2,051	+155%	+$42.6K	0.03%	222
2023 Q2	$28K	Buy	+1,325	New	+$28K	0.01%	256

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

VisionPoint Advisory Group's EBND Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 5,409 shares — an estimated $106K sold.

VisionPoint Advisory Group first reported a position in EBND in Q2 2023 and held it in 7 quarters. The position peaked at $118K in Q1 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

VisionPoint Advisory Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 5,409 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $106K.
VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2023 and held it in 7 quarters.
VisionPoint Advisory Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $118K in Q1 2024.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.