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

Walkner Condon 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
2025 Q1	–	Sell	-54,232	Closed	-$1.06M	–	273
2024 Q4	$1.06M	Sell	54,232 -194	-0.4%	-$3.91K	0.22%	91
2024 Q3	$1.16M	Buy	54,426 +283	+0.5%	+$5.82K	0.24%	88
2024 Q2	$1.08M	Sell	54,143 -268	-0.5%	-$5.39K	0.23%	91
2024 Q1	$1.12M	Buy	54,411 +39,709	+270%	+$824K	0.24%	90
2023 Q4	$312K	Buy	+14,702	New	+$298K	0.07%	207

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

Walkner Condon Financial Advisors's EBND Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 54,232 shares — an estimated $1.06M sold.

Walkner Condon Financial Advisors first reported a position in EBND in Q4 2023 and held it in 5 quarters. The position peaked at $1.16M in Q3 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 54,232 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $1.06M.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and held it in 5 quarters.
Walkner Condon Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.16M in Q3 2024.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.