AssetMark Inc’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

AssetMark Inc’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 Q2	$14.2M	Buy	558,691 +16,631	+3%	+$420K	0.02%	466
2026 Q1	$13.4M	Buy	542,060 +2,502	+0.5%	+$63.5K	0.03%	436
2025 Q4	$13.7M	Sell	539,558 -6,425	-1%	-$164K	0.03%	409
2025 Q3	$13.8M	Buy	545,983 +2,421	+0.4%	+$60.2K	0.03%	379
2025 Q2	$13.4M	Buy	543,562 +11,711	+2%	+$281K	0.03%	350
2025 Q1	$12.9M	Buy	531,851 +231,548	+77%	+$5.59M	0.04%	322
2024 Q4	$7.14M	Buy	300,303 +666	+0.2%	+$16.2K	0.02%	427
2024 Q3	$7.52M	Sell	299,637 -15,081	-5%	-$370K	0.02%	384
2024 Q2	$7.5M	Sell	314,718 -5,103	-2%	-$122K	0.02%	354
2024 Q1	$7.73M	Buy	+319,821	New	+$7.66M	0.03%	336

Other funds holding EMHC

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APC

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

AssetMark Inc's EMHC Position: Q2 2026 in Review

AssetMark Inc increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 3.1% in Q2 2026, buying an estimated $420K and bringing the position to 558,691 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #466.

AssetMark Inc first reported a position in EMHC in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

AssetMark Inc held 558,691 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $14.2M as of Q2 2026.
AssetMark Inc bought 16,631 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $420K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #466 holding.
AssetMark Inc first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.