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

Axxcess 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 Q1	–	Sell	-2,656	Closed	-$256K	–	573
2025 Q4	$256K	Buy	+2,656	New	+$255K	﹤0.01%	902
2024 Q4	–	Sell	-3,307	Closed	-$309K	–	878
2024 Q3	$309K	Sell	3,307 -60	-2%	-$5.47K	0.01%	678
2024 Q2	$298K	Sell	3,367 -1,800	-35%	-$160K	0.01%	652
2024 Q1	$463K	Buy	5,167 +2,350	+83%	+$207K	0.01%	555
2023 Q4	$251K	Sell	2,817 -71	-2%	-$5.98K	0.01%	708
2023 Q3	$238K	Sell	2,888 -1,460	-34%	-$125K	0.01%	670
2023 Q2	$376K	Buy	4,348 +178	+4%	+$15.2K	0.03%	405
2023 Q1	$360K	Sell	4,170 -3,051	-42%	-$263K	0.03%	441
2022 Q4	$611K	Buy	7,221 +4,637	+179%	+$383K	0.05%	316
2022 Q3	$205K	Sell	2,584 -514	-17%	-$43.9K	0.02%	498
2022 Q2	$264K	Sell	3,098 -53,466	-95%	-$4.83M	0.02%	432
2022 Q1	$5.53M	Buy	56,564 +53,937	+2,053%	+$5.47M	0.43%	50
2021 Q4	$287K	Buy	+2,627	New	+$287K	0.02%	482

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Axxcess Wealth Management's EMB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2,656 shares — an estimated $256K sold.

Axxcess Wealth Management first reported a position in EMB in Q4 2021 and held it in 13 quarters. The position peaked at $5.53M in Q1 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 2,656 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $256K.
Axxcess Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 13 quarters.
Axxcess Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.53M in Q1 2022.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.