Anchor Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Anchor Investment 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 Q1	$14.8K	Hold	158	–	–	﹤0.01%	779
2025 Q4	$15.2K	Hold	158	–	–	﹤0.01%	762
2025 Q3	$15K	Hold	158	–	–	﹤0.01%	761
2025 Q2	$14.6K	Buy	+158	New	+$14.2K	﹤0.01%	757
2025 Q1	–	Sell	-36	Closed	-$3.21K	–	1043
2024 Q4	$3.21K	Sell	36 -164	-82%	-$15K	﹤0.01%	908
2024 Q3	$18.7K	Hold	200	–	–	﹤0.01%	710
2024 Q2	$17.7K	Hold	200	–	–	﹤0.01%	676
2024 Q1	$17.9K	Hold	200	–	–	﹤0.01%	694
2023 Q4	$17.8K	Hold	200	–	–	﹤0.01%	672
2023 Q3	$16.5K	Hold	200	–	–	﹤0.01%	678
2023 Q2	$17.3K	Hold	200	–	–	﹤0.01%	666
2023 Q1	$17.3K	Hold	200	–	–	﹤0.01%	680
2022 Q4	$16.9K	Sell	200 -68	-25%	-$5.62K	﹤0.01%	660
2022 Q3	$21.3K	Sell	268 -2,657	-91%	-$227K	﹤0.01%	622
2022 Q2	$250K	Hold	2,925	–	–	0.04%	318
2022 Q1	$286K	Sell	2,925 -50	-2%	-$5.07K	0.04%	328
2021 Q4	$324K	Buy	2,975 +2,457	+474%	+$268K	0.04%	315
2021 Q3	$57K	Buy	518 +250	+93%	+$28.1K	0.01%	505
2021 Q2	$30.1K	Sell	268 -2	-0.7%	-$223	﹤0.01%	603
2021 Q1	$29.4K	Hold	270	–	–	﹤0.01%	580
2020 Q4	$31.3K	Sell	270 -110	-29%	-$12.5K	0.01%	535
2020 Q3	$42.1K	Hold	380	–	–	0.01%	463
2020 Q2	$41.5K	Buy	380 +2	+0.5%	+$207	0.01%	460
2020 Q1	$36.5K	Buy	378 +100	+36%	+$11K	0.01%	473
2019 Q4	$31.8K	Hold	278	–	–	0.01%	518
2019 Q3	$31.5K	Hold	278	–	–	0.01%	508
2019 Q2	$31.5K	Hold	278	–	–	0.01%	513
2019 Q1	$30.6K	Sell	278 -100	-26%	-$10.8K	0.01%	509
2018 Q4	$39.3K	Sell	378 -385	-50%	-$40.3K	0.01%	470
2018 Q3	$82.3K	Hold	763	–	–	0.02%	406
2018 Q2	$81.5K	Sell	763 -125	-14%	-$13.6K	0.02%	415
2018 Q1	$100K	Sell	888 -300	-25%	-$34.1K	0.03%	384
2017 Q4	$138K	Hold	1,188	–	–	0.04%	325
2017 Q3	$138K	Hold	1,188	–	–	0.04%	303
2017 Q2	$136K	Hold	1,188	–	–	0.05%	287
2017 Q1	$135K	Sell	1,188 -100	-8%	-$11.3K	0.05%	282
2016 Q4	$142K	Buy	1,288 +35	+3%	+$3.93K	0.05%	262
2016 Q3	$147K	Hold	1,253	–	–	0.06%	254
2016 Q2	$144K	Hold	1,253	–	–	0.06%	250
2016 Q1	$138K	Buy	+1,253	New	+$134K	0.06%	245

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Anchor Investment Management's EMB Position: Q1 2026 in Review

Anchor Investment Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 158 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Anchor Investment Management first reported a position in EMB in Q1 2016 and has held it in 40 quarters since. The position peaked at $324K in Q4 2021. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Anchor Investment Management held 158 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $14.8K as of Q1 2026.
Anchor Investment Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #779 holding.
Anchor Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 40 quarters since.
Anchor Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $324K in Q4 2021.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.