Alterna Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Alterna Wealth Management’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	$2.38M	Buy	24,656 +19,002	+336%	+$1.82M	1.36%	24
2026 Q1	$531K	Sell	5,654 -3,246	-36%	-$312K	0.4%	56
2025 Q4	$857K	Buy	8,900 +370	+4%	+$35.6K	0.71%	41
2025 Q3	$812K	Buy	8,530 +1,470	+21%	+$138K	0.67%	47
2025 Q2	$654K	Buy	7,060 +1,136	+19%	+$102K	0.52%	50
2025 Q1	$537K	Sell	5,924 -10,187	-63%	-$922K	0.41%	53
2024 Q4	$1.43M	Sell	16,111 -45	-0.3%	-$4.11K	1.21%	20
2024 Q3	$1.51M	Buy	16,156 +978	+6%	+$89.1K	1.36%	22
2024 Q2	$1.34M	Buy	15,178 +1,806	+14%	+$160K	1.18%	23
2024 Q1	$1.2M	Sell	13,372 -5,037	-27%	-$444K	0.97%	21
2023 Q4	$1.64M	Buy	18,409 +3,170	+21%	+$267K	1.97%	15
2023 Q3	$1.26M	Buy	15,239 +816	+6%	+$69.6K	1.61%	18
2023 Q2	$1.25M	Sell	14,423 -827	-5%	-$70.6K	1.45%	23
2023 Q1	$1.32M	Sell	15,250 -19,579	-56%	-$1.69M	1.65%	18
2022 Q4	$2.95M	Buy	34,829 +10,198	+41%	+$843K	3.31%	8
2022 Q3	$1.96M	Buy	24,631 +10,589	+75%	+$905K	2.32%	15
2022 Q2	$1.2M	Buy	14,042 +1,984	+16%	+$179K	1.22%	22
2022 Q1	$1.18M	Sell	12,058 -639	-5%	-$64.7K	0.99%	24
2021 Q4	$1.39M	Buy	+12,697	New	+$1.39M	1.15%	26
2020 Q4	$1.13M	Buy	9,783 +7,561	+340%	+$856K	1.43%	23
2020 Q3	$246K	Sell	2,222 -12,225	-85%	-$1.37M	0.36%	56
2020 Q2	$1.58M	Buy	14,447 +10,318	+250%	+$1.07M	1.88%	17
2020 Q1	$399K	Sell	4,129 -3,087	-43%	-$340K	0.58%	40
2019 Q4	$827K	Buy	7,216 +4,229	+142%	+$478K	0.92%	30
2019 Q3	$339K	Sell	2,987 -4,773	-62%	-$543K	0.4%	54
2019 Q2	$879K	Sell	7,760 -5,293	-41%	-$583K	1.06%	32
2019 Q1	$1.44M	Buy	13,053 +8,557	+190%	+$923K	1.22%	30
2018 Q4	$467K	Buy	+4,496	New	+$470K	0.08%	189

Other funds holding EMB

NFA

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Alterna Wealth Management's EMB Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 336% in Q2 2026, buying an estimated $1.82M and bringing the position to 24,656 shares worth $2.38M. The position accounts for 1.36% of the portfolio, ranked #24.

Alterna Wealth Management first reported a position in EMB in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.95M in Q4 2022. 237 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Alterna Wealth Management held 24,656 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.38M as of Q2 2026.
Alterna Wealth Management bought 19,002 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.82M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.36% of Alterna Wealth Management's portfolio in Q2 2026, its #24 holding.
Alterna Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 28 quarters since.
Alterna Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.95M in Q4 2022.
237 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.