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 Q2	$2.62M	Buy	27,134 +1,609	+6%	+$154K	1.62%	13
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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

Bennett Associates Wealth Management's EMB Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.3% in Q2 2026, buying an estimated $154K and bringing the position to 27,134 shares worth $2.62M. The position accounts for 1.62% of the portfolio, ranked #13.

Bennett Associates Wealth Management first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.17M in Q3 2024. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Bennett Associates Wealth Management held 27,134 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.62M as of Q2 2026.
Bennett Associates Wealth Management bought 1,609 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $154K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.62% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #13 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 11 quarters since.
Bennett Associates Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.17M in Q3 2024.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.