IWM
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Iams Wealth Management’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Iams Wealth Management’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 		– Sell
-9,778
Closed -$242K – 192
2026
Q1 		$242K Sell
9,778
-319
-3% -$8.09K 0.08% 180
2025
Q4 		$257K Sell
10,097
-16
-0.2% -$408 0.09% 176
2025
Q3 		$255K Sell
10,113
-172
-2% -$4.27K 0.1% 159
2025
Q2 		$253K Buy
10,285
+1,165
+13% +$27.9K 0.12% 148
2025
Q1 		$220K Buy
+9,120
New +$220K 0.1% 146

Other funds holding EMHC

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Iams Wealth Management's EMHC Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q2 2026, closing a stake of 9,778 shares — an estimated $242K sold.

Iams Wealth Management first reported a position in EMHC in Q1 2025 and held it in 5 quarters. The position peaked at $257K in Q4 2025. 11 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

  • Iams Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Iams Wealth Management sold 9,778 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $242K.
  • Iams Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2025 and held it in 5 quarters.
  • Iams Wealth Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $257K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.