Western Pacific Wealth Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Western Pacific Wealth Management’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 Q2	–	Sell	-14	Closed	-$287	–	240
2024 Q1	$287	Buy	+14	New	+$290	﹤0.01%	300

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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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Western Pacific Wealth Management's EBND Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2024, closing a stake of 14 shares — an estimated $287 sold.

Western Pacific Wealth Management first reported a position in EBND in Q1 2024 and held it in 1 quarter. The position peaked at $287 in Q1 2024. 184 funds tracked by Wall St. Rank hold EBND as of Q2 2024.

Western Pacific Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 14 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2024, an estimated $287.
Western Pacific Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2024 and held it in 1 quarter.
Western Pacific Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $287 in Q1 2024.
184 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.