Avidian Wealth Enterprises’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Avidian Wealth Enterprises’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	-3,236	Closed	-$312K	–	681
2025 Q4	$312K	Buy	3,236 +125	+4%	+$12K	0.01%	471
2025 Q3	$296K	Sell	3,111 -78	-2%	-$7.3K	0.01%	475
2025 Q2	$295K	Buy	3,189 +7	+0.2%	+$630	0.01%	451
2025 Q1	$288K	Buy	3,182 +712	+29%	+$64.5K	0.01%	430
2024 Q4	$220K	Sell	2,470 -70	-3%	-$6.39K	0.01%	466
2024 Q3	$238K	Buy	2,540 +5	+0.2%	+$456	0.01%	449
2024 Q2	$224K	Sell	2,535 -819	-24%	-$72.6K	0.01%	460
2024 Q1	$301K	Buy	3,354 +312	+10%	+$27.5K	0.01%	361
2023 Q4	$271K	Buy	+3,042	New	+$256K	0.02%	358

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Avidian Wealth Enterprises's EMB Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,236 shares — an estimated $312K sold.

Avidian Wealth Enterprises first reported a position in EMB in Q4 2023 and held it in 9 quarters. The position peaked at $312K in Q4 2025. 845 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Avidian Wealth Enterprises reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,236 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $312K.
Avidian Wealth Enterprises first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 9 quarters.
Avidian Wealth Enterprises's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $312K in Q4 2025.
845 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.