BKM Wealth Management
EMB icon

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
Q3 		$1.27M Buy
13,968
+276
+2% +$26.1K 0.41% 68
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

BKM Wealth Management's EMB Position: Q3 2026 in Review

BKM Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2% in Q3 2026, buying an estimated $26.1K and bringing the position to 13,968 shares worth $1.27M. The position accounts for 0.41% of the portfolio, ranked #68.

BKM Wealth Management first reported a position in EMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2026. 214 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • BKM Wealth Management held 13,968 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.27M as of Q3 2026.
  • BKM Wealth Management bought 276 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $26.1K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.41% of BKM Wealth Management's portfolio in Q3 2026, its #68 holding.
  • BKM 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.
  • BKM Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.32M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.