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 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 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 $2.44B AUM

Bartlett & Co Wealth Management's EMB Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 41% in Q1 2026, selling an estimated $12.5K and leaving 190 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Bartlett & Co Wealth Management first reported a position in EMB in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.4M in Q1 2018. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Bartlett & Co Wealth Management held 190 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $18.1K as of Q1 2026.
Bartlett & Co Wealth Management sold 130 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $12.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #835 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 32 quarters since.
Bartlett & Co Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.4M in Q1 2018.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.