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

BAM 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	-3,258	Closed	-$314K	–	166
2025 Q4	$314K	Buy	3,258 +379	+13%	+$36.4K	0.23%	106
2025 Q3	$274K	Buy	+2,879	New	+$270K	0.21%	114

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

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

BAM Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,258 shares — an estimated $314K sold.

BAM Wealth Management first reported a position in EMB in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

BAM Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
BAM Wealth Management sold 3,258 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $314K.
BAM Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and held it in 2 quarters.
BAM Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $314K in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.