Avantax Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$8.88M	Sell	95,862 -44,677	-32%	-$4.02M	0.05%	300
2025 Q1	$12.7M	Buy	140,539 +15,603	+12%	+$1.41M	0.08%	203
2024 Q4	$11.1M	Buy	124,936 +6,062	+5%	+$553K	0.07%	203
2024 Q3	$11.1M	Buy	118,874 +8,518	+8%	+$776K	0.07%	200
2024 Q2	$9.76M	Buy	110,356 +16,069	+17%	+$1.42M	0.07%	212
2024 Q1	$8.45M	Buy	94,287 +14,476	+18%	+$1.27M	0.08%	206
2023 Q4	$7.11M	Buy	79,811 +4,565	+6%	+$384K	0.07%	216
2023 Q3	$6.21M	Buy	75,246 +9,132	+14%	+$779K	0.07%	212
2023 Q2	$5.72M	Sell	66,114 -472	-0.7%	-$40.3K	0.07%	223
2023 Q1	$5.75M	Buy	66,586 +10,785	+19%	+$930K	0.07%	222
2022 Q4	$4.72M	Buy	55,801 +1,440	+3%	+$119K	0.06%	236
2022 Q3	$4.32M	Buy	54,361 +158	+0.3%	+$13.5K	0.07%	227
2022 Q2	$4.63M	Sell	54,203 -5,047	-9%	-$456K	0.07%	212
2022 Q1	$5.78M	Buy	59,250 +6,383	+12%	+$647K	0.08%	176
2021 Q4	$5.77M	Buy	52,867 +11,307	+27%	+$1.23M	0.09%	171
2021 Q3	$4.58M	Buy	41,560 +6,644	+19%	+$746K	0.08%	187
2021 Q2	$3.92M	Buy	34,916 +4,615	+15%	+$514K	0.07%	201
2021 Q1	$3.29M	Buy	30,301 +13,970	+86%	+$1.56M	0.07%	205
2020 Q4	$1.89M	Sell	16,331 -8,734	-35%	-$989K	0.04%	278
2020 Q3	$2.79M	Buy	25,065 +11,846	+90%	+$1.33M	0.04%	298
2020 Q2	$1.44M	Sell	13,219 -526	-4%	-$54.4K	0.04%	279
2020 Q1	$1.33M	Buy	13,745 +9,117	+197%	+$1.01M	0.04%	255
2019 Q4	$529K	Buy	4,628 +1,545	+50%	+$175K	0.01%	457
2019 Q3	$349K	Sell	3,083 -799	-21%	-$90.9K	0.01%	395
2019 Q2	$440K	Sell	3,882 -2,063	-35%	-$227K	0.02%	313
2019 Q1	$654K	Buy	5,945 +838	+16%	+$90.4K	0.03%	237
2018 Q4	$531K	Buy	+5,107	New	+$534K	0.09%	213

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avantax Advisory Services's EMB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 32% in Q2 2025, selling an estimated $4.02M and leaving 95,862 shares worth $8.88M. The position accounts for 0.05% of the portfolio, ranked #300.

Avantax Advisory Services first reported a position in EMB in Q4 2018 and has held it in 27 quarters since. The position peaked at $12.7M in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Avantax Advisory Services held 95,862 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $8.88M as of Q2 2025.
Avantax Advisory Services sold 44,677 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $4.02M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #300 holding.
Avantax Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $12.7M in Q1 2025.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.