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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
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cerity Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Concurrent Investment Advisors's EMHC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 4.3% in Q1 2026, buying an estimated $21.9K and bringing the position to 21,122 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #1194.

Concurrent Investment Advisors first reported a position in EMHC in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

  • Concurrent Investment Advisors held 21,122 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $524K as of Q1 2026.
  • Concurrent Investment Advisors bought 865 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $21.9K.
  • State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1194 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 2 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.