AWA
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Aletheian Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Aletheian Wealth 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 		$1.46M Buy
15,161
+311
+2% +$29.8K 0.62% 31
2026
Q1 		$1.39M Buy
+14,850
New +$1.43M 0.68% 30
2025
Q3 		$1.37M Buy
14,432
+880
+6% +$82.4K 0.64% 34
2025
Q2 		$1.26M Buy
13,552
+829
+7% +$74.6K 0.62% 33
2025
Q1 		$1.15M Buy
12,723
+730
+6% +$66.1K 0.65% 31
2024
Q4 		$1.07M Buy
11,993
+61
+0.5% +$5.57K 0.63% 33
2024
Q3 		$1.12M Buy
11,932
+654
+6% +$59.6K 0.65% 30
2024
Q2 		$998K Buy
11,278
+306
+3% +$27.1K 0.53% 44
2024
Q1 		$984K Buy
10,972
+940
+9% +$82.8K 0.53% 44
2023
Q4 		$893K Buy
10,032
+638
+7% +$53.7K 0.59% 42
2023
Q3 		$775K Sell
9,394
-611
-6% -$52.1K 0.59% 45
2023
Q2 		$866K Buy
10,005
+1,057
+12% +$90.2K 0.59% 43
2023
Q1 		$772K Sell
8,948
-8,111
-48% -$699K 0.68% 29
2022
Q4 		$1.44M Buy
17,059
+2,000
+13% +$165K 1.25% 20
2022
Q3 		$1.2M Sell
15,059
-497
-3% -$42.5K 1.36% 22
2022
Q2 		$1.33M Buy
15,556
+2,148
+16% +$194K 1.35% 23
2022
Q1 		$1.31M Buy
13,408
+891
+7% +$90.3K 1.24% 23
2021
Q4 		$1.36M Buy
+12,517
New +$1.37M 1.34% 17

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Aletheian Wealth Advisors's EMB Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.1% in Q2 2026, buying an estimated $29.8K and bringing the position to 15,161 shares worth $1.46M. The position accounts for 0.62% of the portfolio, ranked #31.

Aletheian Wealth Advisors first reported a position in EMB in Q4 2021 and has held it in 18 quarters since. 146 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Aletheian Wealth Advisors held 15,161 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.46M as of Q2 2026.
  • Aletheian Wealth Advisors bought 311 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $29.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.62% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Aletheian Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.