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

Barnes Wealth Management Group’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	-7,522	Closed	-$724K	–	186
2025 Q4	$724K	Buy	7,522 +138	+2%	+$13.3K	0.39%	65
2025 Q3	$703K	Sell	7,384 -39	-0.5%	-$3.65K	0.39%	64
2025 Q2	$688K	Buy	7,423 +92	+1%	+$8.28K	0.41%	60
2025 Q1	$664K	Buy	7,331 +417	+6%	+$37.8K	0.43%	60
2024 Q4	$616K	Buy	+6,914	New	+$631K	0.41%	61

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

Barnes Wealth Management Group's EMB Position: Q1 2026 in Review

Barnes Wealth Management Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 7,522 shares — an estimated $724K sold.

Barnes Wealth Management Group first reported a position in EMB in Q4 2024 and held it in 5 quarters. The position peaked at $724K in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Barnes Wealth Management Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Barnes Wealth Management Group sold 7,522 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $724K.
Barnes Wealth Management Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 5 quarters.
Barnes Wealth Management Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $724K in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.