Blue Trust Inc’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Blue Trust Inc’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	$116K	Sell	1,206 -341	-22%	-$32.7K	﹤0.01%	971
2026 Q1	$145K	Sell	1,547 -15,768	-91%	-$1.51M	﹤0.01%	872
2025 Q4	$1.67M	Sell	17,315 -2,319	-12%	-$223K	0.02%	213
2025 Q3	$1.87M	Sell	19,634 -4,589	-19%	-$430K	0.02%	193
2025 Q2	$2.24M	Sell	24,223 -425	-2%	-$38.3K	0.03%	163
2025 Q1	$2.23M	Buy	24,648 +6,434	+35%	+$582K	0.03%	149
2024 Q4	$1.62M	Sell	18,214 -597	-3%	-$54.5K	0.02%	181
2024 Q3	$1.66M	Sell	18,811 -7,315	-28%	-$667K	0.02%	179
2024 Q2	$2.34M	Hold	26,126	–	–	0.03%	121
2024 Q1	$2.34M	Buy	26,126 +10,477	+67%	+$923K	0.03%	103
2023 Q4	$1.29M	Sell	15,649 -1,400	-8%	-$118K	0.02%	145
2023 Q3	$1.48M	Sell	17,049 -2,432	-12%	-$207K	0.02%	138
2023 Q2	$1.68M	Buy	19,481 +11,976	+160%	+$1.02M	0.03%	119
2023 Q1	$635K	Sell	7,505 -575	-7%	-$49.6K	0.01%	247
2022 Q4	$641K	Sell	8,080 -385	-5%	-$31.8K	0.01%	217
2022 Q3	$722K	Sell	8,465 -352	-4%	-$30.1K	0.01%	170
2022 Q2	$862K	Buy	+8,817	New	+$797K	0.01%	148

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

Blue Trust Inc's EMB Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 22% in Q2 2026, selling an estimated $32.7K and leaving 1,206 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Blue Trust Inc first reported a position in EMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.34M in Q2 2024. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Blue Trust Inc held 1,206 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $116K as of Q2 2026.
Blue Trust Inc sold 341 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $32.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #971 holding.
Blue Trust Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.34M in Q2 2024.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.