Axxcess Wealth Management’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Axxcess Wealth Management’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 Q3	$418K	Sell	17,523 -6,997	-29%	-$174K	0.02%	626
2026 Q2	$624K	Sell	24,520 -4,188	-15%	-$106K	0.01%	649
2026 Q1	$712K	Buy	28,708 +1,638	+6%	+$41.6K	0.02%	270
2025 Q4	$689K	Sell	27,070 -8,290	-23%	-$211K	0.01%	600
2025 Q3	$891K	Sell	35,360 -2,997	-8%	-$74.5K	0.02%	474
2025 Q2	$944K	Buy	38,357 +813	+2%	+$19.5K	0.02%	440
2025 Q1	$907K	Buy	37,544 +27,974	+292%	+$676K	0.02%	419
2024 Q4	$228K	Sell	9,570 -7,635	-44%	-$186K	0.01%	771
2024 Q3	$432K	Sell	17,205 -2,020	-11%	-$49.5K	0.01%	582
2024 Q2	$458K	Sell	19,225 -451	-2%	-$10.8K	0.01%	539
2024 Q1	$476K	Buy	+19,676	New	+$471K	0.01%	549

Other funds holding EMHC

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Axxcess Wealth Management's EMHC Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 29% in Q3 2026, selling an estimated $174K and leaving 17,523 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #626.

Axxcess Wealth Management first reported a position in EMHC in Q1 2024 and has held it in 11 quarters since. The position peaked at $944K in Q2 2025. 25 funds tracked by Wall St. Rank hold EMHC as of Q3 2026.

Axxcess Wealth Management held 17,523 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $418K as of Q3 2026.
Axxcess Wealth Management sold 6,997 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q3 2026, an estimated $174K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #626 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
Axxcess Wealth Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $944K in Q2 2025.
25 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.