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

Zullo Investment 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
2023 Q1	–	Sell	-255	Closed	-$5.24K	–	289
2022 Q4	$5.24K	Hold	255	–	–	﹤0.01%	593
2022 Q3	$5K	Buy	255 +2	+0.8%	+$40	﹤0.01%	589
2022 Q2	$5K	Buy	253 +8	+3%	+$170	﹤0.01%	611
2022 Q1	$6K	Buy	245 +24	+11%	+$567	﹤0.01%	615
2021 Q4	$5K	Buy	+221	New	+$5.46K	﹤0.01%	652

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zullo Investment Group's EBND Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2023, closing a stake of 255 shares — an estimated $5.24K sold.

Zullo Investment Group first reported a position in EBND in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 181 funds tracked by Wall St. Rank hold EBND as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 255 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2023, an estimated $5.24K.
Zullo Investment Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $6K in Q1 2022.
181 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.