BCWM
EMB icon

Bartlett & Co Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bartlett & Co 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 		$18.3K Hold
190
– – ﹤0.01% 907
2026
Q1 		$18.1K Sell
190
-130
-41% -$12.5K ﹤0.01% 835
2025
Q4 		$30.8K Hold
320
– – ﹤0.01% 742
2025
Q3 		$30.5K Sell
320
-8
-2% -$749 ﹤0.01% 755
2025
Q2 		$30.4K Hold
328
– – ﹤0.01% 745
2025
Q1 		$29.7K Hold
328
– – ﹤0.01% 751
2024
Q4 		$29.3K Sell
328
-100
-23% -$9.13K ﹤0.01% 745
2024
Q3 		$40.1K Hold
428
– – ﹤0.01% 699
2024
Q2 		$37.9K Hold
428
– – ﹤0.01% 709
2024
Q1 		$38.4K Sell
428
-56
-12% -$4.93K ﹤0.01% 703
2023
Q4 		$43.3K Buy
484
+8
+2% +$674 ﹤0.01% 736
2023
Q3 		$39.3K Hold
476
– – ﹤0.01% 706
2023
Q2 		$41.2K Buy
476
+190
+66% +$16.2K ﹤0.01% 706
2023
Q1 		$24.7K Buy
286
+56
+24% +$4.83K ﹤0.01% 678
2022
Q4 		$19.5K Hold
230
– – ﹤0.01% 724
2022
Q3 		$18.3K Sell
230
-229
-50% -$19.6K ﹤0.01% 721
2022
Q2 		$39.2K Buy
459
+229
+100% +$20.7K ﹤0.01% 609
2022
Q1 		$22.5K Buy
+230
New +$23.3K ﹤0.01% 719
2021
Q4 		– Sell
-230
Closed -$25.3K – 530
2021
Q3 		$25.3K Hold
230
– – ﹤0.01% 613
2021
Q2 		$25.9K Hold
230
– – ﹤0.01% 599
2021
Q1 		$25K Hold
230
– – ﹤0.01% 639
2020
Q4 		$26.7K Sell
230
-33
-13% -$3.74K ﹤0.01% 629
2020
Q3 		$29.2K Buy
263
+33
+14% +$3.71K ﹤0.01% 572
2020
Q2 		$25.1K Hold
230
– – ﹤0.01% 587
2020
Q1 		$22.2K Hold
230
– – ﹤0.01% 570
2019
Q4 		$26.3K Hold
230
– – ﹤0.01% 622
2019
Q3 		$26.1K Sell
230
-143
-38% -$16.3K ﹤0.01% 620
2019
Q2 		$42.3K Hold
373
– – ﹤0.01% 457
2019
Q1 		$41.1K Buy
373
+113
+43% +$12.2K ﹤0.01% 449
2018
Q4 		$27K Sell
260
-206
-44% -$21.5K ﹤0.01% 491
2018
Q3 		$50.2K Sell
466
-1,700
-78% -$183K ﹤0.01% 437
2018
Q2 		$231K Sell
2,166
-10,232
-83% -$1.12M 0.01% 240
2018
Q1 		$1.4M Buy
+12,398
New +$1.41M 0.06% 144

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Bartlett & Co Wealth Management's EMB Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 190 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Bartlett & Co Wealth Management first reported a position in EMB in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.4M in Q1 2018. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Bartlett & Co Wealth Management held 190 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $18.3K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.4M in Q1 2018.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.