Belpointe Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Belpointe Asset 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	$414K	Sell	4,289 -346	-7%	-$33.1K	0.01%	784
2026 Q1	$435K	Sell	4,635 -712	-13%	-$68.4K	0.02%	737
2025 Q4	$515K	Buy	5,347 +1,955	+58%	+$188K	0.02%	646
2025 Q3	$323K	Buy	+3,392	New	+$318K	0.01%	772
2025 Q2	–	Sell	-3,756	Closed	-$340K	–	965
2025 Q1	$340K	Sell	3,756 -1,480	-28%	-$134K	0.02%	684
2024 Q4	$482K	Buy	5,236 +298	+6%	+$27.2K	0.03%	518
2024 Q3	$462K	Buy	4,938 +4,739	+2,381%	+$432K	0.03%	522
2024 Q2	$17.6K	Buy	+199	New	+$17.6K	﹤0.01%	785
2023 Q4	–	Sell	-3,553	Closed	-$293K	–	716
2023 Q3	$293K	Buy	+3,553	New	+$303K	0.03%	482
2023 Q2	–	Sell	-8,086	Closed	-$698K	–	1361
2023 Q1	$698K	Buy	8,086 +6,204	+330%	+$535K	0.04%	432
2022 Q4	$159K	Sell	1,882 -3,916	-68%	-$324K	0.01%	996
2022 Q3	$459K	Buy	5,798 +2,845	+96%	+$243K	0.03%	534
2022 Q2	$253K	Sell	2,953 -152	-5%	-$13.7K	0.02%	738
2022 Q1	$304K	Sell	3,105 -9	-0.3%	-$912	0.02%	720
2021 Q4	$339K	Sell	3,114 -1,698	-35%	-$185K	0.02%	659
2021 Q3	$530K	Buy	4,812 +3,467	+258%	+$389K	0.04%	493
2021 Q2	$151K	Buy	1,345 +389	+41%	+$43.3K	0.01%	946
2021 Q1	$104K	Buy	+956	New	+$107K	0.01%	989
2020 Q1	–	Sell	-908	Closed	-$104K	–	667
2019 Q4	$104K	Sell	908 -2,476	-73%	-$280K	0.01%	769
2019 Q3	$384K	Buy	3,384 +353	+12%	+$40.2K	0.06%	343
2019 Q2	$343K	Buy	+3,031	New	+$334K	0.07%	307
2018 Q4	–	Sell	-41,247	Closed	-$4.45M	–	537
2018 Q3	$4.45M	Buy	41,247 +38,886	+1,647%	+$4.18M	0.7%	20
2018 Q2	$252K	Buy	+2,361	New	+$258K	0.07%	291
2018 Q1	–	Sell	-1,820	Closed	-$211K	–	387
2017 Q4	$211K	Buy	+1,820	New	+$210K	0.05%	413

Other funds holding EMB

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Belpointe Asset Management's EMB Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.5% in Q2 2026, selling an estimated $33.1K and leaving 4,289 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #784.

Belpointe Asset Management first reported a position in EMB in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.45M in Q3 2018. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Belpointe Asset Management held 4,289 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $414K as of Q2 2026.
Belpointe Asset Management sold 346 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $33.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #784 holding.
Belpointe Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 24 quarters since.
Belpointe Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.45M in Q3 2018.
364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.