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

Richardson Financial Services’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	$260K	Sell	10,493 -1,465	-12%	-$37.2K	0.16%	130
2025 Q4	$306K	Sell	11,958 -776	-6%	-$19.8K	0.1%	126
2025 Q3	$321K	Sell	12,734 -331	-3%	-$8.22K	0.2%	116
2025 Q2	$321K	Sell	13,065 -1,612	-11%	-$38.7K	0.22%	115
2025 Q1	$355K	Buy	14,677 +7,076	+93%	+$171K	0.27%	105
2024 Q4	$181K	Sell	7,601 -1,667	-18%	-$40.6K	0.13%	145
2024 Q3	$221K	Buy	9,268 +303	+3%	+$7.43K	0.14%	138
2024 Q2	$214K	Sell	8,965 -267	-3%	-$6.36K	0.15%	133
2024 Q1	$223K	Buy	+9,232	New	+$221K	0.16%	139

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

Richardson Financial Services's EMHC Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 12% in Q1 2026, selling an estimated $37.2K and leaving 10,493 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #130.

Richardson Financial Services first reported a position in EMHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $355K in Q1 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Richardson Financial Services held 10,493 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $260K as of Q1 2026.
Richardson Financial Services sold 1,465 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $37.2K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.16% of Richardson Financial Services's portfolio in Q1 2026, its #130 holding.
Richardson Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $355K in Q1 2025.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.