Lockerman Financial Group’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Lockerman Financial Group’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	$657K	Buy	25,833 +5,154	+25%	+$130K	1%	24
2026 Q1	$513K	Buy	20,679 +2,655	+15%	+$67.4K	0.92%	32
2025 Q4	$459K	Buy	18,024 +791	+5%	+$20.2K	0.88%	35
2025 Q3	$434K	Buy	17,233 +125	+0.7%	+$3.11K	0.55%	50
2025 Q2	$421K	Buy	17,108 +1,330	+8%	+$31.9K	0.57%	51
2025 Q1	$381K	Buy	+15,778	New	+$381K	0.58%	57

Other funds holding EMHC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

PAS

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

Lockerman Financial Group's EMHC Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 25% in Q2 2026, buying an estimated $130K and bringing the position to 25,833 shares worth $657K. The position accounts for 1% of the portfolio, ranked #24.

Lockerman Financial Group first reported a position in EMHC in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

Lockerman Financial Group held 25,833 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $657K as of Q2 2026.
Lockerman Financial Group bought 5,154 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $130K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 1% of Lockerman Financial Group's portfolio in Q2 2026, its #24 holding.
Lockerman Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2025 and has held it in 6 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 Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.