Concurrent Investment Advisors’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Concurrent Investment Advisors’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	$599K	Buy	23,563 +2,441	+12%	+$61.6K	0.01%	1300
2026 Q1	$524K	Buy	21,122 +865	+4%	+$21.9K	0.01%	1194
2025 Q4	$516K	Buy	+20,257	New	+$516K	0.01%	1136

Other funds holding EMHC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Concurrent Investment Advisors's EMHC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 12% in Q2 2026, buying an estimated $61.6K and bringing the position to 23,563 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #1300.

Concurrent Investment Advisors first reported a position in EMHC in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

Concurrent Investment Advisors held 23,563 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $599K as of Q2 2026.
Concurrent Investment Advisors bought 2,441 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $61.6K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1300 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
103 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.