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Advus Financial Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Advus Financial Partners’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
Q3 		$299K Sell
3,290
-10,266
-76% -$971K 0.08% 120
2026
Q2 		$1.31M Sell
13,556
-5,851
-30% -$560K 0.37% 57
2026
Q1 		$1.82M Buy
19,407
+140
+0.7% +$13.5K 0.69% 32
2025
Q4 		$1.86M Buy
19,267
+456
+2% +$43.8K 0.67% 31
2025
Q3 		$1.79M Buy
18,811
+2,149
+13% +$201K 0.66% 29
2025
Q2 		$1.54M Buy
16,662
+2,166
+15% +$195K 0.61% 29
2025
Q1 		$1.31M Buy
14,496
+1,079
+8% +$97.7K 0.56% 29
2024
Q4 		$1.2M Buy
13,417
+2,120
+19% +$194K 0.51% 30
2024
Q3 		$1.06M Buy
11,297
+860
+8% +$78.4K 0.44% 32
2024
Q2 		$923K Buy
10,437
+681
+7% +$60.4K 0.41% 32
2024
Q1 		$875K Buy
9,756
+734
+8% +$64.6K 0.39% 32
2023
Q4 		$803K Buy
9,022
+72
+0.8% +$6.06K 0.39% 33
2023
Q3 		$739K Sell
8,950
-12,902
-59% -$1.1M 0.4% 35
2023
Q2 		$1.89M Sell
21,852
-1,416
-6% -$121K 1% 23
2023
Q1 		$2.01M Buy
23,268
+18,477
+386% +$1.59M 1.1% 24
2022
Q4 		$405K Buy
4,791
+322
+7% +$26.6K 0.23% 47
2022
Q3 		$355K Buy
4,469
+644
+17% +$55K 0.25% 44
2022
Q2 		$326K Buy
+3,825
New +$346K 0.22% 44

Other funds holding EMB

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Advus Financial Partners's EMB Position: Q3 2026 in Review

Advus Financial Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 76% in Q3 2026, selling an estimated $971K and leaving 3,290 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #120.

Advus Financial Partners first reported a position in EMB in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.01M in Q1 2023. 231 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Advus Financial Partners held 3,290 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $299K as of Q3 2026.
  • Advus Financial Partners sold 10,266 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $971K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.08% of Advus Financial Partners's portfolio in Q3 2026, its #120 holding.
  • Advus Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Advus Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.01M in Q1 2023.
  • 231 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.