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 Q2	$1.28M	Sell	13,278 -1,995	-13%	-$191K	0.3%	52
2026 Q1	$1.43M	Buy	15,273 +5	+0%	+$480	0.4%	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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Avalon Capital Management's EMB Position: Q2 2026 in Review

Avalon Capital Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 13% in Q2 2026, selling an estimated $191K and leaving 13,278 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #52.

Avalon Capital Management first reported a position in EMB in Q3 2013 and has held it in 9 quarters since. The position peaked at $2.2M in Q1 2025. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Avalon Capital Management held 13,278 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.28M as of Q2 2026.
Avalon Capital Management sold 1,995 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $191K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.3% of Avalon Capital Management's portfolio in Q2 2026, its #52 holding.
Avalon Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2013 and has held it in 9 quarters since.
Avalon Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.2M in Q1 2025.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.