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

KWB Wealth’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	$1.68M	Sell	70,198 -6,046	-8%	-$150K	0.14%	76
2026 Q2	$1.94M	Buy	76,244 +48,102	+171%	+$1.21M	0.17%	69
2026 Q1	$716K	Sell	28,142 -365	-1%	-$9.26K	0.07%	83
2025 Q4	$726K	Buy	28,507 +15,498	+119%	+$395K	0.07%	86
2025 Q3	$320K	Buy	13,009 +4,035	+45%	+$100K	0.04%	112
2025 Q2	$217K	Buy	+8,974	New	+$215K	0.03%	151

Other funds holding EMHC

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

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KWB Wealth's EMHC Position: Q3 2026 in Review

KWB Wealth reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 7.9% in Q3 2026, selling an estimated $150K and leaving 70,198 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #76.

KWB Wealth first reported a position in EMHC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q2 2026. 25 funds tracked by Wall St. Rank hold EMHC as of Q3 2026.

KWB Wealth held 70,198 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $1.68M as of Q3 2026.
KWB Wealth sold 6,046 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q3 2026, an estimated $150K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.14% of KWB Wealth's portfolio in Q3 2026, its #76 holding.
KWB Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q2 2025 and has held it in 6 quarters since.
KWB Wealth's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.94M in Q2 2026.
25 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.