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 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 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

Balboa Wealth Partners's EMHC Position: Q1 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 2.1% in Q1 2026, buying an estimated $9.54K and bringing the position to 18,225 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #216.

Balboa Wealth Partners first reported a position in EMHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $454K in Q4 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Balboa Wealth Partners held 18,225 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $452K as of Q1 2026.
Balboa Wealth Partners bought 376 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $9.54K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q1 2026, its #216 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 9 quarters since.
Balboa Wealth Partners's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $454K in Q4 2025.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.