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 Q3	$2.61M	Buy	28,728 +1,594	+6%	+$151K	1.58%	14
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Bennett Associates Wealth Management's EMB Position: Q3 2026 in Review

Bennett Associates Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.9% in Q3 2026, buying an estimated $151K and bringing the position to 28,728 shares worth $2.61M. The position accounts for 1.58% of the portfolio, ranked #14.

Bennett Associates Wealth Management first reported a position in EMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.17M in Q3 2024. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Bennett Associates Wealth Management held 28,728 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.61M as of Q3 2026.
Bennett Associates Wealth Management bought 1,594 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $151K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.58% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #14 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 12 quarters since.
Bennett Associates Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.17M in Q3 2024.
529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.