Apella Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Apella Capital’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	$31.2M	Buy	325,017 +39,151	+14%	+$3.75M	0.44%	54
2026 Q1	$27.6M	Buy	285,866 +59,816	+26%	+$5.75M	0.41%	58
2025 Q4	$21.8M	Buy	226,050 +26,834	+13%	+$2.58M	0.43%	55
2025 Q3	$19.1M	Buy	199,216 +46,844	+31%	+$4.39M	0.42%	57
2025 Q2	$14M	Buy	152,372 +30,467	+25%	+$2.74M	0.38%	53
2025 Q1	$10.8M	Buy	121,905 +26,831	+28%	+$2.43M	0.37%	57
2024 Q4	$8.47M	Buy	95,074 +11,984	+14%	+$1.09M	0.32%	54
2024 Q3	$7.75M	Buy	83,090 +12,669	+18%	+$1.15M	0.32%	52
2024 Q2	$6.28M	Buy	70,421 +7,948	+13%	+$705K	0.28%	57
2024 Q1	$5.62M	Buy	62,473 +12,352	+25%	+$1.09M	0.28%	60
2023 Q4	$4.38M	Buy	50,121 +11,340	+29%	+$955K	0.24%	68
2023 Q3	$3.2M	Buy	38,781 +6,334	+20%	+$540K	0.23%	65
2023 Q2	$2.81M	Buy	+32,447	New	+$2.77M	0.2%	69
2022 Q4	$1.67M	Buy	+19,706	New	+$1.63M	0.15%	79
2022 Q2	–	Sell	-2,172	Closed	-$212K	–	222
2022 Q1	$212K	Sell	2,172 -658	-23%	-$66.7K	0.03%	196
2021 Q4	$309K	Sell	2,830 -4,472	-61%	-$488K	0.04%	163
2021 Q3	$804K	Buy	+7,302	New	+$820K	0.12%	100

Other funds holding EMB

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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM