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

Castleview 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
2025
Q1 		– Sell
-2,711
Closed -$64.6K – 285
2024
Q4 		$64.6K Buy
2,711
+344
+15% +$8.38K 0.03% 305
2024
Q3 		$59.4K Sell
2,367
-982
-29% -$24.1K 0.03% 306
2024
Q2 		$79.8K Buy
3,349
+1,121
+50% +$26.7K 0.05% 262
2024
Q1 		$53.9K Buy
+2,228
New +$53.3K 0.03% 344

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Castleview Partners's EMHC Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q1 2025, closing a stake of 2,711 shares — an estimated $64.6K sold.

Castleview Partners first reported a position in EMHC in Q1 2024 and held it in 4 quarters. The position peaked at $79.8K in Q2 2024. 76 funds tracked by Wall St. Rank hold EMHC as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 2,711 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2025, an estimated $64.6K.
  • Castleview Partners first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and held it in 4 quarters.
  • Castleview Partners's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $79.8K in Q2 2024.
  • 76 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.