Bennett Associates Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bennett Associates 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 Q1	$2.4M	Buy	25,525 +1,438	+6%	+$138K	1.62%	17
2025 Q4	$2.32M	Buy	24,087 +526	+2%	+$50.5K	1.61%	16
2025 Q3	$2.24M	Buy	23,561 +1,560	+7%	+$146K	1.63%	16
2025 Q2	$2.04M	Sell	22,001 -232	-1%	-$20.9K	1.57%	17
2025 Q1	$2.01M	Buy	22,233 +910	+4%	+$82.4K	1.66%	16
2024 Q4	$1.9M	Sell	21,323 -23,250	-52%	-$2.12M	1.58%	17
2024 Q3	$4.17M	Buy	44,573 +1,467	+3%	+$134K	3.42%	9
2024 Q2	$3.81M	Buy	43,106 +7,552	+21%	+$670K	3.44%	10
2024 Q1	$3.19M	Buy	35,554 +1,322	+4%	+$116K	2.88%	13
2023 Q4	$3.05M	Buy	+34,232	New	+$2.88M	2.97%	11

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Bennett Associates Wealth Management's EMB Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6% in Q1 2026, buying an estimated $138K and bringing the position to 25,525 shares worth $2.4M. The position accounts for 1.62% of the portfolio, ranked #17.

Bennett Associates Wealth Management first reported a position in EMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.17M in Q3 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Bennett Associates Wealth Management held 25,525 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.4M as of Q1 2026.
Bennett Associates Wealth Management bought 1,438 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $138K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.62% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #17 holding.
Bennett Associates Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 10 quarters since.
Bennett Associates Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.17M in Q3 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.