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

Bernicke 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 		$20.3M Buy
210,303
+8,569
+4% +$821K 2.35% 9
2026
Q1 		$18.9M Buy
201,734
+1,923
+1% +$185K 2.45% 9
2025
Q4 		$19.2M Buy
+199,811
New +$19.2M 2.47% 9
2020
Q2 		$9.36M Sell
85,681
-31,886
-27% -$3.3M 6.91% 4
2020
Q1 		$11.4M Buy
117,567
+2,751
+2% +$303K 6.89% 4
2019
Q4 		$13.2M Buy
114,816
+159
+0.1% +$18K 7.35% 4
2019
Q3 		$13M Buy
114,657
+1,043
+0.9% +$119K 7.52% 4
2019
Q2 		$12.9M Buy
113,614
+20,258
+22% +$2.23M 7.71% 3
2019
Q1 		$10.3M Buy
93,356
+2,334
+3% +$252K 6.45% 5
2018
Q4 		$9.46M Buy
91,022
+2,293
+3% +$240K 6.51% 5
2018
Q3 		$9.57M Buy
88,729
+3,456
+4% +$371K 6.35% 5
2018
Q2 		$9.11M Buy
85,273
+4,790
+6% +$523K 6.37% 5
2018
Q1 		$9.08M Buy
80,483
+77,920
+3,040% +$8.85M 6.61% 4
2017
Q4 		$298K Buy
+2,563
New +$296K 0.22% 49
2015
Q3 		– Sell
-2,253
Closed -$248K – 39
2015
Q2 		$248K Sell
2,253
-1,066
-32% -$119K 0.24% 40
2015
Q1 		$372K Sell
3,319
-1,079
-25% -$120K 0.4% 38
2014
Q4 		$483K Buy
+4,398
New +$495K 0.47% 39

Other funds holding EMB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Morgan Stanley
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bernicke Wealth Management's EMB Position: Q2 2026 in Review

Bernicke Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.2% in Q2 2026, buying an estimated $821K and bringing the position to 210,303 shares worth $20.3M. The position accounts for 2.35% of the portfolio, ranked #9.

Bernicke Wealth Management first reported a position in EMB in Q4 2014 and has held it in 17 quarters since. 698 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Bernicke Wealth Management held 210,303 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $20.3M as of Q2 2026.
  • Bernicke Wealth Management bought 8,569 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $821K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 2.35% of Bernicke Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Bernicke Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 17 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.