1 North Wealth Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

1 North Wealth Services’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7M	Buy	135,357 +143	+0.1%	+$13.7K	4.59%	6
2025 Q4	$13M	Buy	135,214 +2,603	+2%	+$250K	4.58%	5
2025 Q3	$12.6M	Buy	132,611 +715	+0.5%	+$66.9K	5.17%	6
2025 Q2	$12.2M	Buy	131,896 +2,717	+2%	+$245K	4.85%	7
2025 Q1	$11.7M	Buy	129,179 +9,709	+8%	+$879K	5.42%	6
2024 Q4	$10.6M	Buy	+119,470	New	+$10.9M	4.51%	5
2019 Q4	$0	Hold	1	–	–	﹤0.01%	364
2019 Q3	$0	Buy	+1	New	+$114	﹤0.01%	331
2019 Q1	$0	Sell	1 -1,239	-100%	-$134K	﹤0.01%	320
2018 Q4	$129K	Buy	+1,240	New	+$130K	0.11%	57

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

1 North Wealth Services's EMB Position: Q1 2026 in Review

1 North Wealth Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.11% in Q1 2026, buying an estimated $13.7K and bringing the position to 135,357 shares worth $12.7M. The position accounts for 4.59% of the portfolio, ranked #6.

1 North Wealth Services first reported a position in EMB in Q4 2018 and has held it in 10 quarters since. The position peaked at $13M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

1 North Wealth Services held 135,357 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $12.7M as of Q1 2026.
1 North Wealth Services bought 143 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $13.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 4.59% of 1 North Wealth Services's portfolio in Q1 2026, its #6 holding.
1 North Wealth Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $13M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.