ACM
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Avalon Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Avalon Capital 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 		$1.43M Buy
15,273
+5
+0% +$480 0.41% 42
2025
Q4 		$1.47M Hold
15,268
– – 0.35% 54
2025
Q3 		$1.45M Hold
15,268
– – 0.36% 52
2025
Q2 		$1.41M Sell
15,268
-8,974
-37% -$808K 0.38% 56
2025
Q1 		$2.2M Hold
24,242
– – 0.64% 41
2024
Q4 		$2.16M Buy
+24,242
New +$2.21M 0.7% 37
2015
Q2 		– Sell
-4,604
Closed -$516K – 68
2015
Q1 		$516K Buy
+4,604
New +$511K 0.42% 51
2013
Q4 		– Sell
-4,632
Closed -$505K – 107
2013
Q3 		$505K Buy
+4,632
New +$503K 0.5% 59

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $152B 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 $1.47T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM