BHWM
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Bay Harbor Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bay Harbor 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 		– Sell
-46
Closed -$4.32K – 1307
2026
Q1 		$4.32K Sell
46
-17,300
-100% -$1.66M ﹤0.01% 378
2025
Q4 		$1.67M Buy
17,346
+175
+1% +$16.8K 0.44% 35
2025
Q3 		$1.63M Buy
17,171
+249
+1% +$23.3K 0.44% 35
2025
Q2 		$1.57M Buy
16,922
+2,102
+14% +$189K 0.45% 36
2025
Q1 		$1.34M Buy
14,820
+444
+3% +$40.2K 0.42% 34
2024
Q4 		$1.28M Buy
14,376
+146
+1% +$13.3K 0.42% 32
2024
Q3 		$1.33M Sell
14,230
-89
-0.6% -$8.11K 0.44% 31
2024
Q2 		$1.27M Buy
14,319
+81
+0.6% +$7.18K 0.44% 32
2024
Q1 		$1.28M Buy
14,238
+6,425
+82% +$566K 0.46% 31
2023
Q4 		$696K Buy
7,813
+51
+0.7% +$4.29K 0.27% 36
2023
Q3 		$641K Buy
7,762
+148
+2% +$12.6K 0.27% 35
2023
Q2 		$659K Sell
7,614
-122
-2% -$10.4K 0.27% 30
2023
Q1 		$667K Buy
7,736
+4,551
+143% +$392K 0.28% 29
2022
Q4 		$269K Buy
3,185
+858
+37% +$70.9K 0.12% 33
2022
Q3 		$185K Buy
2,327
+399
+21% +$34.1K 0.09% 41
2022
Q2 		$164K Sell
1,928
-418
-18% -$37.8K 0.07% 42
2022
Q1 		$229K Buy
2,346
+345
+17% +$35K 0.09% 37
2021
Q4 		$209K Buy
2,001
+585
+41% +$63.8K 0.08% 38
2021
Q3 		$156K Buy
+1,416
New +$159K 0.07% 47
2020
Q4 		– Sell
-230
Closed -$26K – 427
2020
Q3 		$26K Sell
230
-51
-18% -$5.73K 0.01% 192
2020
Q2 		$31K Sell
281
-2,924
-91% -$303K 0.02% 187
2020
Q1 		$310K Buy
3,205
+656
+26% +$72.3K 0.19% 59
2019
Q4 		$292K Buy
2,549
+143
+6% +$16.2K 0.16% 80
2019
Q3 		$273K Sell
2,406
-893
-27% -$102K 0.16% 77
2019
Q2 		$374K Sell
3,299
-3,441
-51% -$379K 0.23% 65
2019
Q1 		$742K Buy
6,740
+2,240
+50% +$242K 0.51% 35
2018
Q4 		$468K Buy
+4,500
New +$471K 0.37% 49

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

Bay Harbor Wealth Management's EMB Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 46 shares — an estimated $4.32K sold.

Bay Harbor Wealth Management first reported a position in EMB in Q4 2018 and held it in 27 quarters. The position peaked at $1.67M in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 46 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $4.32K.
  • Bay Harbor Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 27 quarters.
  • Bay Harbor Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.67M in Q4 2025.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.