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

Bellwether 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
2026
Q1 		$379K Buy
4,039
+12
+0.3% +$1.15K 0.06% 123
2025
Q4 		$388K Buy
4,027
+1,084
+37% +$104K 0.06% 94
2025
Q3 		$280K Buy
2,943
+163
+6% +$15.3K 0.05% 119
2025
Q2 		$257K Buy
2,780
+119
+4% +$10.7K 0.04% 108
2025
Q1 		$241K Buy
2,661
+326
+14% +$29.5K 0.05% 111
2024
Q4 		$208K Buy
2,335
+122
+6% +$11.1K 0.04% 128
2024
Q3 		$207K Buy
+2,213
New +$202K 0.04% 120
2023
Q2 		– Sell
-1,695
Closed -$146K – 203
2023
Q1 		$146K Buy
1,695
+33
+2% +$2.84K 0.04% 138
2022
Q4 		$141K Buy
1,662
+101
+6% +$8.35K 0.04% 139
2022
Q3 		$123K Sell
1,561
-1,509
-49% -$129K 0.04% 118
2022
Q2 		$261K Sell
3,070
-283
-8% -$25.6K 0.08% 105
2022
Q1 		$327K Buy
3,353
+457
+16% +$46.3K 0.1% 121
2021
Q4 		$315K Buy
2,896
+100
+4% +$10.9K 0.1% 108
2021
Q3 		$307K Sell
2,796
-84
-3% -$9.43K 0.1% 129
2021
Q2 		$323K Buy
2,880
+77
+3% +$8.57K 0.11% 111
2021
Q1 		$305K Sell
2,803
-332
-11% -$37.1K 0.12% 95
2020
Q4 		$363K Buy
+3,135
New +$355K 0.16% 82

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Bellwether Advisors's EMB Position: Q1 2026 in Review

Bellwether Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.3% in Q1 2026, buying an estimated $1.15K and bringing the position to 4,039 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #123.

Bellwether Advisors first reported a position in EMB in Q4 2020 and has held it in 17 quarters since. The position peaked at $388K in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Bellwether Advisors held 4,039 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $379K as of Q1 2026.
  • Bellwether Advisors bought 12 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.15K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Bellwether Advisors's portfolio in Q1 2026, its #123 holding.
  • Bellwether Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • Bellwether Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $388K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.