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

Merit 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 Q1	–	Sell	-14,434	Closed	-$367K	–	2140
2025 Q4	$367K	Sell	14,434 -21,479	-60%	-$547K	﹤0.01%	1452
2025 Q3	$905K	Buy	35,913 +2,302	+7%	+$57.2K	0.01%	907
2025 Q2	$827K	Buy	33,611 +23,674	+238%	+$568K	0.01%	880
2025 Q1	$240K	Buy	+9,937	New	+$240K	﹤0.01%	1212

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

Merit Financial Group's EMHC Position: Q1 2026 in Review

Merit Financial Group sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q1 2026, closing a stake of 14,434 shares — an estimated $367K sold.

Merit Financial Group first reported a position in EMHC in Q1 2025 and held it in 4 quarters. The position peaked at $905K in Q3 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Merit Financial Group reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 14,434 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $367K.
Merit Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2025 and held it in 4 quarters.
Merit Financial Group's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $905K in Q3 2025.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.