AWM
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Avior Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Avior Wealth 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 		$359K Sell
3,725
-81
-2% -$7.76K 0.01% 603
2026
Q1 		$358K Sell
3,806
-68
-2% -$6.53K 0.01% 632
2025
Q4 		$373K Sell
3,874
-197
-5% -$18.9K 0.01% 549
2025
Q3 		$388K Sell
4,071
-390
-9% -$36.5K 0.01% 520
2025
Q2 		$413K Sell
4,461
-363
-8% -$32.7K 0.01% 488
2025
Q1 		$437K Sell
4,824
-3,566
-43% -$323K 0.02% 439
2024
Q4 		$747K Buy
8,390
+659
+9% +$60.2K 0.03% 350
2024
Q3 		$724K Buy
7,731
+1,046
+16% +$95.3K 0.03% 360
2024
Q2 		$592K Sell
6,685
-1,204
-15% -$107K 0.03% 392
2024
Q1 		$707K Buy
7,889
+2,318
+42% +$204K 0.03% 364
2023
Q4 		$496K Sell
5,571
-744
-12% -$62.7K 0.03% 351
2023
Q3 		$521K Sell
6,315
-137
-2% -$11.7K 0.04% 319
2023
Q2 		$558K Sell
6,452
-187
-3% -$16K 0.04% 311
2023
Q1 		$573K Sell
6,639
-282
-4% -$24.3K 0.04% 310
2022
Q4 		$586K Sell
6,921
-983
-12% -$81.3K 0.04% 267
2022
Q3 		$627K Sell
7,904
-331
-4% -$28.3K 0.05% 230
2022
Q2 		$702K Sell
8,235
-230
-3% -$20.8K 0.07% 203
2022
Q1 		$827K Sell
8,465
-114
-1% -$11.6K 0.07% 197
2021
Q4 		$935K Sell
8,579
-541
-6% -$59K 0.08% 207
2021
Q3 		$1M Sell
9,120
-198
-2% -$22.2K 0.08% 185
2021
Q2 		$1.05M Sell
9,318
-926
-9% -$103K 0.11% 170
2021
Q1 		$1.11M Sell
10,244
-611
-6% -$68.3K 0.12% 159
2020
Q4 		$1.26M Sell
10,855
-1,588
-13% -$180K 0.16% 135
2020
Q3 		$1.38M Sell
12,443
-5,033
-29% -$565K 0.2% 112
2020
Q2 		$1.91M Buy
17,476
+7,684
+78% +$795K 0.3% 84
2020
Q1 		$946K Sell
9,792
-1,440
-13% -$159K 0.19% 126
2019
Q4 		$1.29M Buy
11,232
+378
+3% +$42.7K 0.21% 114
2019
Q3 		$1.23M Buy
10,854
+159
+1% +$18.1K 0.22% 109
2019
Q2 		$1.21M Sell
10,695
-632
-6% -$69.7K 0.22% 107
2019
Q1 		$1.25M Sell
11,327
-463
-4% -$49.9K 0.26% 95
2018
Q4 		$1.23M Sell
11,790
-247
-2% -$25.8K 0.3% 86
2018
Q3 		$1.3M Sell
12,037
-643
-5% -$69.1K 0.28% 92
2018
Q2 		$1.35M Buy
12,680
+26
+0.2% +$2.84K 0.31% 86
2018
Q1 		$1.43M Buy
12,654
+322
+3% +$36.6K 0.33% 80
2017
Q4 		$1.43M Sell
12,332
-82
-0.7% -$9.48K 0.32% 85
2017
Q3 		$1.45M Buy
+12,414
New +$1.43M 0.48% 69
2017
Q2 		– Sell
-14,776
Closed -$1.68M – 456
2017
Q1 		$1.68M Buy
14,776
+435
+3% +$49K 0.56% 52
2016
Q4 		$1.58M Sell
14,341
-118
-0.8% -$13.2K 0.59% 50
2016
Q3 		$1.7M Sell
14,459
-550
-4% -$64.1K 0.66% 37
2016
Q2 		$1.73M Sell
15,009
-934
-6% -$104K 0.73% 35
2016
Q1 		$1.76M Sell
15,943
-2,568
-14% -$274K 0.78% 33
2015
Q4 		$1.96M Sell
18,511
-904
-5% -$97.4K 1.07% 22
2015
Q3 		$2.07M Sell
19,415
-416
-2% -$45.1K 1.21% 21
2015
Q2 		$2.18M Buy
19,831
+27
+0.1% +$3.02K 1.7% 19
2015
Q1 		$2.22M Buy
19,804
+139
+0.7% +$15.4K 1.71% 17
2014
Q4 		$2.16M Buy
19,665
+596
+3% +$67.1K 1.72% 17
2014
Q3 		$2.15M Buy
19,069
+584
+3% +$66.9K 1.83% 17
2014
Q2 		$2.13M Buy
18,485
+3,143
+20% +$357K 1.79% 17
2014
Q1 		$1.71M Sell
15,342
-1,978
-11% -$215K 1.43% 21
2013
Q4 		$1.87M Buy
+17,320
New +$1.89M 1.78% 19

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Avior Wealth Management's EMB Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.1% in Q2 2026, selling an estimated $7.76K and leaving 3,725 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #603.

Avior Wealth Management first reported a position in EMB in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.22M in Q1 2015. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Avior Wealth Management held 3,725 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $359K as of Q2 2026.
  • Avior Wealth Management sold 81 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $7.76K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Avior Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Avior Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.22M in Q1 2015.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.