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

Allworth Financial’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	$209K	Sell	2,170 -87	-4%	-$8.33K	﹤0.01%	1464
2026 Q1	$212K	Buy	2,257 +952	+73%	+$91.5K	﹤0.01%	1370
2025 Q4	$126K	Sell	1,305 -69	-5%	-$6.63K	﹤0.01%	1611
2025 Q3	$131K	Sell	1,374 -67	-5%	-$6.27K	﹤0.01%	1520
2025 Q2	$133K	Buy	1,441 +275	+24%	+$24.8K	﹤0.01%	1374
2025 Q1	$105K	Sell	1,166 -376	-24%	-$34K	﹤0.01%	1204
2024 Q4	$139K	Buy	1,542 +61	+4%	+$5.57K	﹤0.01%	1111
2024 Q3	$139K	Sell	1,481 -1,316	-47%	-$120K	﹤0.01%	939
2024 Q2	$250K	Sell	2,797 -940	-25%	-$83.3K	﹤0.01%	745
2024 Q1	$335K	Sell	3,737 -600	-14%	-$52.8K	﹤0.01%	643
2023 Q4	$386K	Sell	4,337 -1,803	-29%	-$152K	﹤0.01%	581
2023 Q3	$507K	Sell	6,140 -7,502	-55%	-$640K	﹤0.01%	489
2023 Q2	$1.18M	Sell	13,642 -5,539	-29%	-$473K	0.01%	358
2023 Q1	$1.65M	Buy	19,181 +8,547	+80%	+$737K	0.02%	285
2022 Q4	$900K	Sell	10,634 -8,808	-45%	-$728K	0.01%	360
2022 Q3	$1.54M	Buy	19,442 +14,340	+281%	+$1.23M	0.02%	255
2022 Q2	$435K	Buy	5,102 +4,428	+657%	+$400K	0.01%	422
2022 Q1	$66K	Buy	674 +352	+109%	+$35.7K	﹤0.01%	820
2021 Q4	$35K	Buy	322 +163	+103%	+$17.8K	﹤0.01%	934
2021 Q3	$18K	Sell	159 -135	-46%	-$15.2K	﹤0.01%	1072
2021 Q2	$33K	Buy	294 +108	+58%	+$12K	﹤0.01%	718
2021 Q1	$20K	Buy	+186	New	+$20.8K	﹤0.01%	790
2020 Q4	–	Sell	-146	Closed	-$16K	–	1369
2020 Q3	$16K	Sell	146 -402	-73%	-$45.1K	﹤0.01%	606
2020 Q2	$60K	Buy	548 +499	+1,018%	+$51.6K	﹤0.01%	385
2020 Q1	$5K	Sell	49 -1,861	-97%	-$205K	﹤0.01%	861
2019 Q4	$219K	Hold	1,910	–	–	0.01%	185
2019 Q3	$216K	Sell	1,910 -42	-2%	-$4.78K	0.01%	162
2019 Q2	$221K	Buy	1,952 +21	+1%	+$2.31K	0.01%	153
2019 Q1	$213K	Buy	1,931 +7	+0.4%	+$755	0.01%	160
2018 Q4	$200K	Buy	1,924 +1,863	+3,054%	+$195K	0.01%	150
2018 Q3	$7K	Buy	61 +15	+33%	+$1.61K	﹤0.01%	603
2018 Q2	$5K	Hold	46	–	–	﹤0.01%	630
2018 Q1	$5K	Hold	46	–	–	﹤0.01%	579
2017 Q4	$5K	Hold	46	–	–	﹤0.01%	557
2017 Q3	$5K	Sell	46 -324	-88%	-$37.4K	﹤0.01%	568
2017 Q2	$42K	Buy	370 +296	+400%	+$34K	﹤0.01%	269
2017 Q1	$8K	Buy	74 +28	+61%	+$3.15K	﹤0.01%	467
2016 Q4	$5K	Hold	46	–	–	﹤0.01%	482
2016 Q3	$5K	Hold	46	–	–	﹤0.01%	495
2016 Q2	$5K	Hold	46	–	–	﹤0.01%	452
2016 Q1	$5K	Hold	46	–	–	﹤0.01%	446
2015 Q4	$5K	Buy	+46	New	+$4.96K	﹤0.01%	439

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Allworth Financial's EMB Position: Q2 2026 in Review

Allworth Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.9% in Q2 2026, selling an estimated $8.33K and leaving 2,170 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Allworth Financial first reported a position in EMB in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.65M in Q1 2023. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Allworth Financial held 2,170 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $209K as of Q2 2026.
Allworth Financial sold 87 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $8.33K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1464 holding.
Allworth Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and has held it in 42 quarters since.
Allworth Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.65M in Q1 2023.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.