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Wealthspire Advisors (Maryland)’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-17
Closed – – 882
2019
Q1 		$0 Hold
17
– – ﹤0.01% 2500
2018
Q4 		$0 Hold
17
– – ﹤0.01% 2459
2018
Q3 		$0 Hold
17
– – ﹤0.01% 2410
2018
Q2 		$0 Buy
17
+1
+6% +$29 ﹤0.01% 2462
2018
Q1 		$1K Hold
16
– – ﹤0.01% 2323
2017
Q4 		$0 Hold
16
– – ﹤0.01% 2456
2017
Q3 		$0 Hold
16
– – ﹤0.01% 2296
2017
Q2 		$0 Hold
16
– – ﹤0.01% 2207
2017
Q1 		$0 Hold
16
– – ﹤0.01% 1938
2016
Q4 		$0 Hold
16
– – ﹤0.01% 1765
2016
Q3 		$0 Hold
16
– – ﹤0.01% 1747
2016
Q2 		$0 Hold
16
– – ﹤0.01% 1718
2016
Q1 		$0 Hold
16
– – ﹤0.01% 1764
2015
Q4 		$0 Buy
+16
New +$403 ﹤0.01% 1726

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CIA
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TAIM
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Wealth Enhancement Advisory Services
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EBND Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2019, closing a stake of 17 shares.

Wealthspire Advisors (Maryland) first reported a position in EBND in Q4 2015 and held it in 14 quarters. The position peaked at $1K in Q1 2018. 87 funds tracked by Wall St. Rank hold EBND as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 17 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.