AIS
EMD

Accredited Investor Services’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Accredited Investor Services’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Sell
29,074
-3,503
-11% -$37.1K 0.18% 43
2026
Q1 		$320K Sell
32,577
-3,287
-9% -$35.2K 0.21% 41
2025
Q4 		$381K Sell
35,864
-1,126
-3% -$11.9K 0.25% 35
2025
Q3 		$382K Sell
36,990
-639
-2% -$6.55K 0.26% 35
2025
Q2 		$378K Buy
37,629
+564
+2% +$5.37K 0.29% 35
2025
Q1 		$367K Buy
+37,065
New +$365K 0.31% 33

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accredited Investor Services's EMD Position: Q2 2026 in Review

Accredited Investor Services reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 11% in Q2 2026, selling an estimated $37.1K and leaving 29,074 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #43.

Accredited Investor Services first reported a position in EMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $382K in Q3 2025. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Accredited Investor Services held 29,074 shares of Western Asset Emerging Markets Debt Fund worth $312K as of Q2 2026.
  • Accredited Investor Services sold 3,503 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $37.1K.
  • Western Asset Emerging Markets Debt Fund made up 0.18% of Accredited Investor Services's portfolio in Q2 2026, its #43 holding.
  • Accredited Investor Services first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2025 and has held it in 6 quarters since.
  • Accredited Investor Services's Western Asset Emerging Markets Debt Fund position peaked at $382K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.