Betterment LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Betterment LLC’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	$445M	Sell	4,614,236 -793,490	-15%	-$76M	0.75%	26
2026 Q1	$508M	Sell	5,407,726 -546,595	-9%	-$52.5M	0.96%	22
2025 Q4	$573M	Sell	5,954,321 -767,603	-11%	-$73.8M	1.09%	19
2025 Q3	$640M	Sell	6,721,924 -1,170,550	-15%	-$110M	1.26%	16
2025 Q2	$731M	Sell	7,892,474 -84,594	-1%	-$7.62M	1.56%	13
2025 Q1	$723M	Sell	7,977,068 -1,056,968	-12%	-$95.7M	1.71%	12
2024 Q4	$804M	Buy	9,034,036 +309,832	+4%	+$28.3M	1.92%	11
2024 Q3	$816M	Buy	8,724,204 +153,959	+2%	+$14M	1.95%	12
2024 Q2	$758M	Sell	8,570,245 -178,660	-2%	-$15.8M	1.96%	12
2024 Q1	$785M	Sell	8,748,905 -1,552,862	-15%	-$137M	2.1%	13
2023 Q4	$917M	Buy	10,301,767 +72,760	+0.7%	+$6.13M	2.64%	11
2023 Q3	$844M	Buy	10,229,007 +222,335	+2%	+$19M	2.67%	11
2023 Q2	$866M	Buy	10,006,672 +402,261	+4%	+$34.3M	2.68%	10
2023 Q1	$829M	Buy	9,604,411 +378,773	+4%	+$32.6M	2.68%	11
2022 Q4	$780M	Buy	9,225,638 +460,505	+5%	+$38.1M	2.68%	10
2022 Q3	$748M	Hold	8,765,133	–	–	2.67%	10
2022 Q2	$748M	Buy	8,765,133 +445,119	+5%	+$40.2M	2.67%	10
2022 Q1	$813M	Sell	8,320,014 -21,399	-0.3%	-$2.17M	2.59%	10
2021 Q4	$910M	Buy	8,341,413 +345,802	+4%	+$37.7M	2.83%	10
2021 Q3	$880M	Buy	7,995,611 +448,309	+6%	+$50.4M	2.94%	10
2021 Q2	$849M	Buy	7,547,302 +763,472	+11%	+$85M	2.89%	10
2021 Q1	$739M	Buy	6,783,830 +742,686	+12%	+$83M	2.78%	11
2020 Q4	$700M	Buy	6,041,144 +700,242	+13%	+$79.3M	2.93%	12
2020 Q3	$592M	Buy	5,340,902 +359,665	+7%	+$40.4M	2.91%	12
2020 Q2	$544M	Buy	4,981,237 +1,303,772	+35%	+$135M	2.9%	12
2020 Q1	$356M	Sell	3,677,465 -992,373	-21%	-$109M	2.21%	14
2019 Q4	$535M	Buy	4,669,838 +616,430	+15%	+$69.6M	2.76%	11
2019 Q3	$459M	Hold	4,053,408	–	–	2.6%	12
2019 Q2	$459M	Buy	4,053,408 +284,440	+8%	+$31.4M	2.6%	12
2019 Q1	$415M	Buy	3,768,968 +301,762	+9%	+$32.5M	2.51%	12
2018 Q4	$360M	Sell	3,467,206 -397,470	-10%	-$41.6M	2.53%	12
2018 Q3	$417M	Buy	3,864,676 +446,826	+13%	+$48M	2.74%	10
2018 Q2	$365M	Buy	3,417,850 +491,639	+17%	+$53.6M	2.59%	10
2018 Q1	$322M	Buy	2,926,211 +339,809	+13%	+$38.6M	2.34%	10
2017 Q4	$300M	Buy	2,586,402 +747,267	+41%	+$86.4M	2.42%	10
2017 Q3	$214M	Buy	1,839,135 +425,207	+30%	+$49.1M	1.96%	12
2017 Q2	$162M	Buy	1,413,928 +556,253	+65%	+$63.9M	1.69%	13
2017 Q1	$97.5M	Buy	857,675 +623,483	+266%	+$70.2M	1.17%	17
2016 Q4	$25.8M	Buy	234,192 +141,281	+152%	+$15.9M	0.38%	23
2016 Q3	$10.9M	Sell	92,911 -8,052	-8%	-$938K	0.18%	22
2016 Q2	$11.6M	Sell	100,963 -7,499	-7%	-$836K	0.24%	22
2016 Q1	$12M	Sell	108,462 -23,010	-18%	-$2.45M	0.3%	22
2015 Q4	$13.9M	Buy	131,472 +35,315	+37%	+$3.8M	0.43%	21
2015 Q3	$10.2M	Buy	96,157 +40,103	+72%	+$4.34M	0.39%	21
2015 Q2	$6.16M	Buy	56,054 +25,339	+82%	+$2.84M	0.26%	20
2015 Q1	$3.44M	Buy	30,715 +9,174	+43%	+$1.02M	0.2%	21
2014 Q4	$2.36M	Buy	+21,541	New	+$2.43M	0.21%	21

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

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

Betterment LLC's EMB Position: Q2 2026 in Review

Betterment LLC reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 15% in Q2 2026, selling an estimated $76M and leaving 4,614,236 shares worth $445M. The position accounts for 0.75% of the portfolio, ranked #26.

Betterment LLC first reported a position in EMB in Q4 2014 and has held it in 47 quarters since. The position peaked at $917M in Q4 2023. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Betterment LLC held 4,614,236 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $445M as of Q2 2026.
Betterment LLC sold 793,490 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $76M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.75% of Betterment LLC's portfolio in Q2 2026, its #26 holding.
Betterment LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 47 quarters since.
Betterment LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $917M in Q4 2023.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.