Beacon Capital Management LLC (Tennessee)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-123	Closed	-$11.4K	–	379
2025 Q2	$11.4K	Sell	123 -185	-60%	-$16.7K	﹤0.01%	610
2025 Q1	$27.9K	Sell	308 -87	-22%	-$7.88K	﹤0.01%	413
2024 Q4	$35.1K	Sell	395 -182	-32%	-$16.6K	﹤0.01%	361
2024 Q3	$54K	Buy	577 +432	+298%	+$39.4K	0.01%	311
2024 Q2	$12.9K	Buy	145 +85	+142%	+$7.54K	﹤0.01%	528
2024 Q1	$5.41K	Sell	60 -65	-52%	-$5.72K	﹤0.01%	684
2023 Q4	$10.3K	Buy	125 +48	+62%	+$4.04K	﹤0.01%	515
2023 Q3	$6.66K	Hold	77	–	–	﹤0.01%	640
2023 Q2	$6.66K	Buy	77 +65	+542%	+$5.55K	﹤0.01%	640
2023 Q1	$1.03K	Sell	12 -3	-20%	-$259	﹤0.01%	837
2022 Q4	$1.27K	Sell	15 -4	-21%	-$331	﹤0.01%	855
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	797
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	772
2022 Q1	$2K	Buy	+19	New	+$1.93K	﹤0.01%	773

Other funds holding EMB

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AHSSHC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EMB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 123 shares — an estimated $11.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EMB in Q1 2022 and held it in 14 quarters. The position peaked at $54K in Q3 2024. 890 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 123 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $11.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $54K in Q3 2024.
890 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.