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

Avion Wealth’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	$11K	Hold	121	–	–	﹤0.01%	565
2026 Q1	$11K	Sell	121 -43	-26%	-$4.13K	﹤0.01%	464
2025 Q4	$15K	Buy	164 +142	+645%	+$13.6K	﹤0.01%	401
2025 Q3	$2K	Buy	22 +2	+10%	+$187	﹤0.01%	848
2025 Q2	$1K	Hold	20	–	–	﹤0.01%	954
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	846
2024 Q4	$1K	Sell	20 -56	-74%	-$5.11K	﹤0.01%	843
2024 Q3	$7K	Sell	76 -13	-15%	-$1.19K	﹤0.01%	441
2024 Q2	$7K	Hold	89	–	–	﹤0.01%	396
2024 Q1	$8K	Hold	89	–	–	﹤0.01%	351
2023 Q4	$8K	Hold	89	–	–	﹤0.01%	304
2023 Q3	$7K	Hold	89	–	–	﹤0.01%	302
2023 Q2	$7K	Buy	89 +76	+585%	+$6.49K	﹤0.01%	319
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	431
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	415
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	447
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	444
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	360
2021 Q4	$1K	Buy	+13	New	+$1.42K	﹤0.01%	367

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

Avion Wealth's EMB Position: Q2 2026 in Review

Avion Wealth held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 121 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Avion Wealth first reported a position in EMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $15K in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Avion Wealth held 121 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $11K as of Q2 2026.
Avion Wealth left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #565 holding.
Avion Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 19 quarters since.
Avion Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15K in Q4 2025.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.