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 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

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

Axxcess Wealth Management's EMHC Position: Q1 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 6.1% in Q1 2026, buying an estimated $41.6K and bringing the position to 28,708 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #270.

Axxcess Wealth Management first reported a position in EMHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $944K in Q2 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Axxcess Wealth Management held 28,708 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $712K as of Q1 2026.
Axxcess Wealth Management bought 1,638 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $41.6K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q1 2026, its #270 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 9 quarters since.
Axxcess Wealth Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $944K 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 Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.