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WealthOne’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-343
Closed -$9K – 194
2018
Q4 		$9K Buy
+343
New +$9K 0.01% 379

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthOne's EBND Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2019, closing a stake of 343 shares — an estimated $9K sold.

WealthOne first reported a position in EBND in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 86 funds tracked by Wall St. Rank hold EBND as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 343 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2019, an estimated $9K.
  • WealthOne first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $9K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.