1620 Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

1620 Investment Advisors’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 Q2	$439K	Sell	4,555 -28	-0.6%	-$2.68K	0.27%	101
2026 Q1	$431K	Buy	4,583 +30	+0.7%	+$2.88K	0.29%	98
2025 Q4	$438K	Buy	4,553 +175	+4%	+$16.8K	0.29%	97
2025 Q3	$417K	Sell	4,378 -29	-0.7%	-$2.71K	0.28%	103
2025 Q2	$408K	Buy	4,407 +53	+1%	+$4.77K	0.29%	103
2025 Q1	$394K	Sell	4,354 -8	-0.2%	-$724	0.3%	105
2024 Q4	$388K	Sell	4,362 -20	-0.5%	-$1.83K	0.29%	104
2024 Q3	$410K	Sell	4,382 -15	-0.3%	-$1.37K	0.3%	100
2024 Q2	$389K	Buy	4,397 +60	+1%	+$5.32K	0.3%	100
2024 Q1	$389K	Buy	4,337 +80	+2%	+$7.05K	0.39%	85
2023 Q4	$379K	Buy	4,257 +62	+1%	+$5.22K	0.41%	84
2023 Q3	$346K	Sell	4,195 -21	-0.5%	-$1.79K	0.39%	88
2023 Q2	$365K	Sell	4,216 -39	-0.9%	-$3.33K	0.4%	82
2023 Q1	$367K	Buy	4,255 +60	+1%	+$5.17K	0.44%	77
2022 Q4	$355K	Buy	4,195 +1,514	+56%	+$125K	0.43%	82
2022 Q3	$213K	Sell	2,681 -2,838	-51%	-$243K	0.31%	106
2022 Q2	$471K	Sell	5,519 -5,996	-52%	-$542K	0.65%	54
2022 Q1	$1.26M	Hold	11,515	–	–	1.37%	18
2021 Q4	$1.26M	Buy	+11,515	New	+$1.26M	1.41%	18

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

1620 Investment Advisors's EMB Position: Q2 2026 in Review

1620 Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.61% in Q2 2026, selling an estimated $2.68K and leaving 4,555 shares worth $439K. The position accounts for 0.27% of the portfolio, ranked #101.

1620 Investment Advisors first reported a position in EMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2022. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

1620 Investment Advisors held 4,555 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $439K as of Q2 2026.
1620 Investment Advisors sold 28 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $2.68K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.27% of 1620 Investment Advisors's portfolio in Q2 2026, its #101 holding.
1620 Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.26M in Q1 2022.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.