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

Lifeworks 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	$214K	Sell	8,610 -63	-0.7%	-$1.6K	0.03%	284
2025 Q4	$221K	Sell	8,673 -8	-0.1%	-$204	0.03%	308
2025 Q3	$219K	Sell	8,681 -22	-0.3%	-$547	0.03%	310
2025 Q2	$214K	Sell	8,703 -52	-0.6%	-$1.25K	0.03%	298
2025 Q1	$212K	Sell	8,755 -1,072	-11%	-$25.9K	0.04%	294
2024 Q4	$234K	Sell	9,827 -656	-6%	-$16K	0.04%	270
2024 Q3	$263K	Buy	+10,483	New	+$257K	0.05%	249

Other funds holding EMHC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lifeworks Advisors's EMHC Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 0.73% in Q1 2026, selling an estimated $1.6K and leaving 8,610 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #284.

Lifeworks Advisors first reported a position in EMHC in Q3 2024 and has held it in 7 quarters since. The position peaked at $263K in Q3 2024. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Lifeworks Advisors held 8,610 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $214K as of Q1 2026.
Lifeworks Advisors sold 63 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $1.6K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #284 holding.
Lifeworks Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q3 2024 and has held it in 7 quarters since.
Lifeworks Advisors's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $263K in Q3 2024.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.