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 Q3	$257K	Buy	10,758 +228	+2%	+$5.67K	0.03%	390
2026 Q2	$268K	Sell	10,530 -7,695	-42%	-$194K	0.04%	368
2026 Q1	$452K	Buy	18,225 +376	+2%	+$9.5K	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 $468B AUM 17.69% 1-Year Est. Return

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

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Balboa Wealth Partners's EMHC Position: Q3 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 2.2% in Q3 2026, buying an estimated $5.67K and bringing the position to 10,758 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #390.

Balboa Wealth Partners first reported a position in EMHC in Q1 2024 and has held it in 11 quarters since. The position peaked at $454K in Q4 2025. 62 funds tracked by Wall St. Rank hold EMHC as of Q3 2026.

Balboa Wealth Partners held 10,758 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $257K as of Q3 2026.
Balboa Wealth Partners bought 228 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q3 2026, an estimated $5.67K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #390 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 11 quarters since.
Balboa Wealth Partners's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $454K in Q4 2025.
62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.