Walkner Condon Financial Advisors’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Walkner Condon Financial Advisors’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
2025 Q1	–	Sell	-28,336	Closed	-$674K	–	274
2024 Q4	$674K	Buy	28,336 +145	+0.5%	+$3.53K	0.14%	124
2024 Q3	$708K	Sell	28,191 -71	-0.3%	-$1.74K	0.14%	121
2024 Q2	$673K	Sell	28,262 -1,145	-4%	-$27.3K	0.15%	117
2024 Q1	$711K	Buy	+29,407	New	+$704K	0.15%	121

Other funds holding EMHC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Walkner Condon Financial Advisors's EMHC Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q1 2025, closing a stake of 28,336 shares — an estimated $674K sold.

Walkner Condon Financial Advisors first reported a position in EMHC in Q1 2024 and held it in 4 quarters. The position peaked at $711K in Q1 2024. 76 funds tracked by Wall St. Rank hold EMHC as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 28,336 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2025, an estimated $674K.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and held it in 4 quarters.
Walkner Condon Financial Advisors's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $711K in Q1 2024.
76 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.