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

VisionPoint Advisory 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 Q3	$335K	Buy	14,021 +442	+3%	+$11K	0.05%	314
2026 Q2	$345K	Buy	13,579 +154	+1%	+$3.89K	0.06%	326
2026 Q1	$333K	Buy	13,425 +1,526	+13%	+$38.7K	0.06%	304
2025 Q4	$303K	Buy	11,899 +11	+0.1%	+$280	0.06%	303
2025 Q3	$299K	Buy	11,888 +220	+2%	+$5.47K	0.06%	294
2025 Q2	$287K	Buy	+11,668	New	+$280K	0.06%	279
2025 Q1	–	Sell	-2,718	Closed	-$64.8K	–	235
2024 Q4	$64.8K	Sell	2,718 -26	-0.9%	-$633	0.02%	270
2024 Q3	$68.9K	Sell	2,744 -245	-8%	-$6K	0.02%	228
2024 Q2	$71.2K	Sell	2,989 -86	-3%	-$2.05K	0.03%	238
2024 Q1	$74.3K	Buy	+3,075	New	+$73.6K	0.03%	233

Other funds holding EMHC

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VisionPoint Advisory Group's EMHC Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 3.3% in Q3 2026, buying an estimated $11K and bringing the position to 14,021 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #314.

VisionPoint Advisory Group first reported a position in EMHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $345K in Q2 2026. 28 funds tracked by Wall St. Rank hold EMHC as of Q3 2026.

VisionPoint Advisory Group held 14,021 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $335K as of Q3 2026.
VisionPoint Advisory Group bought 442 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q3 2026, an estimated $11K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #314 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
VisionPoint Advisory Group's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $345K in Q2 2026.
28 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.