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

Wiser Advisor 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
Q3 		– Sell
-76
Closed -$1.5K – 269
2024
Q2 		$1.5K Buy
76
+2
+3% +$40 ﹤0.01% 273
2024
Q1 		$1.52K Hold
74
– – ﹤0.01% 277
2023
Q4 		$1.56K Buy
+74
New +$1.5K ﹤0.01% 275

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wiser Advisor Group's EBND Position: Q3 2024 in Review

Wiser Advisor Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2024, closing a stake of 76 shares — an estimated $1.5K sold.

Wiser Advisor Group first reported a position in EBND in Q4 2023 and held it in 3 quarters. The position peaked at $1.56K in Q4 2023. 193 funds tracked by Wall St. Rank hold EBND as of Q3 2024.

  • Wiser Advisor Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 76 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2024, an estimated $1.5K.
  • Wiser Advisor Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.56K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.