1IA
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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

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM