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 Q2	$209K	Buy	+2,162	New	+$207K	﹤0.01%	993
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 $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

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

Axxcess Wealth Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 2,162 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EMB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EMB in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.53M in Q1 2022. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Axxcess Wealth Management held 2,162 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $209K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #993 holding.
Axxcess Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 14 quarters since.
Axxcess Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.53M in Q1 2022.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.