Beta Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beta Wealth Group’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	$2.55M	Sell	27,108 -1,566	-5%	-$150K	1.05%	23
2025 Q4	$2.76M	Buy	28,674 +427	+2%	+$41K	1.11%	24
2025 Q3	$2.69M	Buy	+28,247	New	+$2.64M	1.06%	24

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 $2.44B AUM

Beta Wealth Group's EMB Position: Q1 2026 in Review

Beta Wealth Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.5% in Q1 2026, selling an estimated $150K and leaving 27,108 shares worth $2.55M. The position accounts for 1.05% of the portfolio, ranked #23.

Beta Wealth Group first reported a position in EMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.76M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Beta Wealth Group held 27,108 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.55M as of Q1 2026.
Beta Wealth Group sold 1,566 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $150K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.05% of Beta Wealth Group's portfolio in Q1 2026, its #23 holding.
Beta Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and has held it in 3 quarters since.
Beta Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.76M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.