Alliance Wealth Advisors (Utah)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q1	–	Sell	-6,750	Closed	-$650K	–	239
2025 Q4	$650K	Sell	6,750 -4,270	-39%	-$410K	0.14%	144
2025 Q3	$1.05M	Buy	+11,020	New	+$1.03M	0.25%	110
2025 Q2	–	Sell	-26,675	Closed	-$2.42M	–	277
2025 Q1	$2.42M	Sell	26,675 -5,093	-16%	-$461K	0.63%	53
2024 Q4	$2.83M	Sell	31,768 -7,411	-19%	-$676K	0.73%	49
2024 Q3	$3.67M	Sell	39,179 -3,738	-9%	-$341K	0.96%	30
2024 Q2	$3.8M	Sell	42,917 -2,307	-5%	-$205K	1.11%	22
2024 Q1	$4.06M	Sell	45,224 -860	-2%	-$75.7K	1.21%	17
2023 Q4	$4.1M	Buy	+46,084	New	+$3.88M	1.38%	13
2023 Q3	–	Sell	-48,818	Closed	-$4.22M	–	223
2023 Q2	$4.22M	Buy	+48,818	New	+$4.17M	1.57%	11
2023 Q1	–	Sell	-47,990	Closed	-$4.06M	–	225
2022 Q4	$4.06M	Buy	+47,990	New	+$3.97M	1.82%	9

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Alliance Wealth Advisors (Utah)'s EMB Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 6,750 shares — an estimated $650K sold.

Alliance Wealth Advisors (Utah) first reported a position in EMB in Q4 2022 and held it in 10 quarters. The position peaked at $4.22M in Q2 2023. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Alliance Wealth Advisors (Utah) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 6,750 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $650K.
Alliance Wealth Advisors (Utah) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 10 quarters.
Alliance Wealth Advisors (Utah)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.22M in Q2 2023.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.