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

Balboa Wealth Partners’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 		$268K Sell
10,530
-7,695
-42% -$194K 0.04% 368
2026
Q1 		$452K Buy
18,225
+376
+2% +$9.54K 0.08% 216
2025
Q4 		$454K Buy
17,849
+79
+0.4% +$2.01K 0.08% 214
2025
Q3 		$448K Buy
17,770
+137
+0.8% +$3.4K 0.08% 201
2025
Q2 		$434K Buy
17,633
+656
+4% +$15.7K 0.09% 178
2025
Q1 		$410K Buy
16,977
+7,407
+77% +$179K 0.1% 150
2024
Q4 		$228K Buy
9,570
+458
+5% +$11.2K 0.05% 256
2024
Q3 		$229K Sell
9,112
-149
-2% -$3.65K 0.06% 243
2024
Q2 		$221K Buy
9,261
+92
+1% +$2.19K 0.06% 238
2024
Q1 		$222K Buy
+9,169
New +$220K 0.07% 211

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Balboa Wealth Partners's EMHC Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 42% in Q2 2026, selling an estimated $194K and leaving 10,530 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #368.

Balboa Wealth Partners first reported a position in EMHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $454K in Q4 2025. 103 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

  • Balboa Wealth Partners held 10,530 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $268K as of Q2 2026.
  • Balboa Wealth Partners sold 7,695 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $194K.
  • State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Balboa Wealth Partners 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.
  • Balboa Wealth Partners's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $454K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.