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 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 $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

Valtinson Bruner Financial Planning's EMHC Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 9% in Q1 2026, buying an estimated $165K and bringing the position to 79,006 shares worth $1.96M. The position accounts for 0.54% of the portfolio, ranked #37.

Valtinson Bruner Financial Planning first reported a position in EMHC in Q3 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Valtinson Bruner Financial Planning held 79,006 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $1.96M as of Q1 2026.
Valtinson Bruner Financial Planning bought 6,495 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $165K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.54% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #37 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 3 quarters since.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.