Atria Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Atria Investments’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	–	Sell	-101,447	Closed	-$9.77M	–	2073
2025 Q4	$9.77M	Buy	101,447 +4,068	+4%	+$391K	0.11%	197
2025 Q3	$9.27M	Sell	97,379 -12,863	-12%	-$1.2M	0.11%	212
2025 Q2	$10.2M	Buy	110,242 +65,775	+148%	+$5.92M	0.12%	191
2025 Q1	$4.03M	Buy	44,467 +12,553	+39%	+$1.14M	0.05%	435
2024 Q4	$2.84M	Sell	31,914 -19,567	-38%	-$1.79M	0.04%	547
2024 Q3	$4.82M	Buy	51,481 +2,363	+5%	+$215K	0.06%	367
2024 Q2	$4.35M	Sell	49,118 -10,948	-18%	-$971K	0.06%	378
2024 Q1	$5.39M	Buy	60,066 +3,629	+6%	+$320K	0.07%	318
2023 Q4	$5.03M	Buy	56,437 +21,505	+62%	+$1.81M	0.08%	293
2023 Q3	$2.88M	Sell	34,932 -14,658	-30%	-$1.25M	0.05%	442
2023 Q2	$4.29M	Buy	49,590 +23,168	+88%	+$1.98M	0.08%	308
2023 Q1	$2.28M	Sell	26,422 -10,551	-29%	-$909K	0.04%	499
2022 Q4	$3.13M	Buy	+36,973	New	+$3.06M	0.06%	369
2022 Q1	–	Sell	-19,492	Closed	-$2.13M	–	873
2021 Q4	$2.13M	Sell	19,492 -62,909	-76%	-$6.86M	0.04%	543
2021 Q3	$9.07M	Sell	82,401 -92,143	-53%	-$10.3M	0.16%	140
2021 Q2	$19.6M	Buy	174,544 +15,926	+10%	+$1.77M	0.38%	51
2021 Q1	$17.3M	Sell	158,618 -34,294	-18%	-$3.83M	0.38%	53
2020 Q4	$22.4M	Sell	192,912 -9,615	-5%	-$1.09M	0.54%	27
2020 Q3	$22.5M	Sell	202,527 -450,808	-69%	-$50.6M	0.68%	25
2020 Q2	$71.4M	Buy	+653,335	New	+$67.6M	2.45%	3
2020 Q1	–	Sell	-332,401	Closed	-$38.1M	–	718
2019 Q4	$38.1M	Buy	332,401 +171,406	+106%	+$19.4M	1.03%	17
2019 Q3	$18.2M	Sell	160,995 -113,967	-41%	-$13M	0.65%	27
2019 Q2	$31.1M	Sell	274,962 -156,694	-36%	-$17.3M	1.16%	14
2019 Q1	$47.5M	Buy	431,656 +183,435	+74%	+$19.8M	2.01%	6
2018 Q4	$25.8M	Buy	248,221 +169,661	+216%	+$17.7M	1.14%	15
2018 Q3	$8.47M	Sell	78,560 -51,128	-39%	-$5.49M	0.33%	51
2018 Q2	$13.8M	Buy	129,688 +45,044	+53%	+$4.92M	0.61%	32
2018 Q1	$9.55M	Buy	84,644 +41,056	+94%	+$4.66M	0.46%	38
2017 Q4	$5.06M	Sell	43,588 -12,836	-23%	-$1.48M	0.25%	67
2017 Q3	$6.57M	Sell	56,424 -21,129	-27%	-$2.44M	0.36%	53
2017 Q2	$8.87M	Buy	77,553 +31,943	+70%	+$3.67M	0.54%	30
2017 Q1	$5.19M	Buy	45,610 +26,639	+140%	+$3M	0.34%	54
2016 Q4	$2.09M	Sell	18,971 -19,618	-51%	-$2.2M	0.16%	119
2016 Q3	$4.52M	Sell	38,589 -723	-2%	-$84.3K	0.42%	40
2016 Q2	$4.55M	Buy	39,312 +18,631	+90%	+$2.08M	0.49%	30
2016 Q1	$2.28M	Buy	20,681 +7,151	+53%	+$762K	0.26%	56
2015 Q4	$1.43M	Sell	13,530 -287	-2%	-$30.9K	0.16%	95
2015 Q3	$1.47M	Buy	13,817 +1,381	+11%	+$150K	0.2%	77
2015 Q2	$1.37M	Buy	+12,436	New	+$1.39M	0.16%	90
2015 Q1	–	Sell	-4,439	Closed	-$487K	–	412
2014 Q4	$487K	Buy	4,439 +607	+16%	+$68.3K	0.05%	261
2014 Q3	$432K	Buy	3,832 +274	+8%	+$31.4K	0.04%	295
2014 Q2	$410K	Buy	3,558 +1,015	+40%	+$115K	0.04%	292
2014 Q1	$283K	Buy	2,543 +270	+12%	+$29.4K	0.03%	370
2013 Q4	$246K	Sell	2,273 -162	-7%	-$17.7K	0.02%	409
2013 Q3	$265K	Sell	2,435 -28,876	-92%	-$3.13M	0.03%	387
2013 Q2	$3.43M	Buy	+31,311	New	+$3.66M	0.42%	46

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 $2.44B AUM

Atria Investments's EMB Position: Q1 2026 in Review

Atria Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 101,447 shares — an estimated $9.77M sold.

Atria Investments first reported a position in EMB in Q2 2013 and held it in 46 quarters. The position peaked at $71.4M in Q2 2020. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Atria Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 101,447 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $9.77M.
Atria Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 46 quarters.
Atria Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $71.4M in Q2 2020.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.