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 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 $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

BKM Wealth Management's EMB Position: Q1 2026 in Review

BKM Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.7% in Q1 2026, selling an estimated $21.3K and leaving 12,662 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #68.

BKM Wealth Management first reported a position in EMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

BKM Wealth Management held 12,662 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.19M as of Q1 2026.
BKM Wealth Management sold 222 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $21.3K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.43% of BKM Wealth Management's portfolio in Q1 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 10 quarters since.
BKM Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.24M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.