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

BKM 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	$1.32M	Buy	13,692 +1,030	+8%	+$98.7K	0.47%	62
2026 Q1	$1.19M	Sell	12,662 -222	-2%	-$21.3K	0.43%	68
2025 Q4	$1.24M	Buy	12,884 +63	+0.5%	+$6.05K	0.45%	61
2025 Q3	$1.22M	Buy	12,821 +515	+4%	+$48.2K	0.45%	62
2025 Q2	$1.14M	Buy	12,306 +1,021	+9%	+$91.9K	0.45%	61
2025 Q1	$1.02M	Buy	11,285 +250	+2%	+$22.6K	0.42%	62
2024 Q4	$983K	Buy	11,035 +382	+4%	+$34.9K	0.4%	64
2024 Q3	$997K	Buy	10,653 +172	+2%	+$15.7K	0.41%	66
2024 Q2	$927K	Sell	10,481 -151	-1%	-$13.4K	0.45%	67
2024 Q1	$953K	Buy	10,632 +558	+6%	+$49.1K	0.41%	72
2023 Q4	$897K	Buy	+10,074	New	+$848K	0.38%	70

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

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

BKM Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.1% in Q2 2026, buying an estimated $98.7K and bringing the position to 13,692 shares worth $1.32M. The position accounts for 0.47% of the portfolio, ranked #62.

BKM Wealth Management first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

BKM Wealth Management held 13,692 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.32M as of Q2 2026.
BKM Wealth Management bought 1,030 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $98.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.47% of BKM Wealth Management's portfolio in Q2 2026, its #62 holding.
BKM 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.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.