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

West Wealth 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 Q1	–	Sell	-28,762	Closed	-$611K	–	81
2023 Q4	$611K	Sell	28,762 -26,321	-48%	-$533K	0.24%	36
2023 Q3	$1.09M	Sell	55,083 -1,794	-3%	-$37.3K	0.48%	26
2023 Q2	$1.2M	Buy	56,877 +34,529	+155%	+$729K	0.51%	21
2023 Q1	$474K	Buy	22,348 +8,565	+62%	+$180K	0.22%	36
2022 Q4	$283K	Buy	+13,783	New	+$271K	0.14%	53

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

West Wealth Group's EBND Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2024, closing a stake of 28,762 shares — an estimated $611K sold.

West Wealth Group first reported a position in EBND in Q4 2022 and held it in 5 quarters. The position peaked at $1.2M in Q2 2023. 197 funds tracked by Wall St. Rank hold EBND as of Q1 2024.

West Wealth Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2024 after selling out during the quarter.
West Wealth Group sold 28,762 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2024, an estimated $611K.
West Wealth Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 5 quarters.
West Wealth Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.2M in Q2 2023.
197 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.