Ascent Group’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Ascent Group’s Portfolio EMHC Stock Details EMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$296K	Sell	11,949 -329	-3%	-$8.35K	0.01%	628
2025 Q4	$313K	Sell	12,278 -446	-4%	-$11.4K	0.01%	593
2025 Q3	$321K	Sell	12,724 -410	-3%	-$10.2K	0.01%	582
2025 Q2	$323K	Sell	13,134 -199	-1%	-$4.77K	0.01%	564
2025 Q1	$322K	Buy	13,333 +4,699	+54%	+$114K	0.01%	542
2024 Q4	$205K	Buy	8,634 +162	+2%	+$3.94K	0.02%	511
2024 Q3	$213K	Sell	8,472 -375	-4%	-$9.19K	0.02%	503
2024 Q2	$211K	Sell	8,847 -815	-8%	-$19.4K	0.02%	489
2024 Q1	$234K	Sell	9,662 -350	-3%	-$8.38K	0.02%	468
2023 Q4	$239K	Buy	+10,012	New	+$230K	0.02%	452

Other funds holding EMHC

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ascent Group's EMHC Position: Q1 2026 in Review

Ascent Group reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 2.7% in Q1 2026, selling an estimated $8.35K and leaving 11,949 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #628.

Ascent Group first reported a position in EMHC in Q4 2023 and has held it in 10 quarters since. The position peaked at $323K in Q2 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Ascent Group held 11,949 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $296K as of Q1 2026.
Ascent Group sold 329 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $8.35K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.01% of Ascent Group's portfolio in Q1 2026, its #628 holding.
Ascent Group first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Ascent Group's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $323K in Q2 2025.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.