Bay Colony Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bay Colony Advisors’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
2025 Q4	–	Sell	-3,562	Closed	-$339K	–	513
2025 Q3	$339K	Buy	3,562 +421	+13%	+$39.4K	0.04%	368
2025 Q2	$291K	Buy	+3,141	New	+$283K	0.04%	355
2018 Q3	–	Sell	-146	Closed	-$16K	–	390
2018 Q2	$16K	Buy	+146	New	+$15.9K	0.01%	568

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bay Colony Advisors's EMB Position: Q4 2025 in Review

Bay Colony Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 3,562 shares — an estimated $339K sold.

Bay Colony Advisors first reported a position in EMB in Q2 2018 and held it in 3 quarters. The position peaked at $339K in Q3 2025. 965 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Bay Colony Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Bay Colony Advisors sold 3,562 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $339K.
Bay Colony Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 3 quarters.
Bay Colony Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $339K in Q3 2025.
965 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Bay Colony Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.