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Arkadios Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Arkadios Wealth Advisors’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 		$474K Sell
5,048
-1,635
-24% -$157K 0.01% 1137
2025
Q4 		$643K Buy
6,683
+502
+8% +$48.2K 0.01% 895
2025
Q3 		$588K Buy
6,181
+1,414
+30% +$132K 0.01% 865
2025
Q2 		$442K Buy
4,767
+472
+11% +$42.5K 0.01% 897
2025
Q1 		$389K Buy
4,295
+1,460
+51% +$132K 0.01% 800
2024
Q4 		$252K Sell
2,835
-322
-10% -$29.4K 0.01% 786
2024
Q3 		$295K Buy
3,157
+274
+10% +$25K 0.02% 709
2024
Q2 		$255K Buy
+2,883
New +$256K 0.02% 687
2021
Q4 		– Sell
-1,031
Closed -$113K – 907
2021
Q3 		$113K Buy
1,031
+129
+14% +$14.5K 0.02% 657
2021
Q2 		$101K Buy
902
+201
+29% +$22.4K 0.01% 717
2021
Q1 		$76K Buy
701
+16
+2% +$1.79K 0.01% 589
2020
Q4 		$79K Buy
+685
New +$77.6K 0.02% 474
2020
Q2 		– Sell
-54
Closed -$5.23K – 997
2020
Q1 		$5.23K Sell
54
-1,120
-95% -$123K ﹤0.01% 774
2019
Q4 		$136K Buy
+1,174
New +$133K 0.08% 194

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Arkadios Wealth Advisors's EMB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 24% in Q1 2026, selling an estimated $157K and leaving 5,048 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #1137.

Arkadios Wealth Advisors first reported a position in EMB in Q4 2019 and has held it in 14 quarters since. The position peaked at $643K in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Arkadios Wealth Advisors held 5,048 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $474K as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,635 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $157K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1137 holding.
  • Arkadios Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $643K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.