Axxcess Wealth Management
EMB icon

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
Q3 		$229K Buy
2,526
+364
+17% +$34.4K 0.01% 870
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Axxcess Wealth Management's EMB Position: Q3 2026 in Review

Axxcess Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 17% in Q3 2026, buying an estimated $34.4K and bringing the position to 2,526 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #870.

Axxcess Wealth Management first reported a position in EMB in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.53M in Q1 2022. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Axxcess Wealth Management held 2,526 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $229K as of Q3 2026.
  • Axxcess Wealth Management bought 364 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $34.4K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #870 holding.
  • Axxcess Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.53M in Q1 2022.
  • 529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.