Valtinson Bruner Financial Planning’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Valtinson Bruner Financial Planning’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	$2.33M	Buy	91,684 +12,678	+16%	+$320K	0.58%	34
2026 Q1	$1.96M	Buy	79,006 +6,495	+9%	+$165K	0.54%	37
2025 Q4	$1.85M	Buy	72,511 +12,509	+21%	+$319K	0.53%	38
2025 Q3	$1.51M	Buy	+60,002	New	+$1.49M	0.45%	42

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

Valtinson Bruner Financial Planning's EMHC Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 16% in Q2 2026, buying an estimated $320K and bringing the position to 91,684 shares worth $2.33M. The position accounts for 0.58% of the portfolio, ranked #34.

Valtinson Bruner Financial Planning first reported a position in EMHC in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

Valtinson Bruner Financial Planning held 91,684 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $2.33M as of Q2 2026.
Valtinson Bruner Financial Planning bought 12,678 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $320K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.58% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #34 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.