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

Bogart Wealth 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 		$7.33K Hold
76
– – ﹤0.01% 1094
2026
Q1 		$7.14K Hold
76
– – ﹤0.01% 976
2025
Q4 		$7.32K Hold
76
– – ﹤0.01% 924
2025
Q3 		$7.23K Hold
76
– – ﹤0.01% 895
2025
Q2 		$7.04K Sell
76
-10
-12% -$900 ﹤0.01% 866
2025
Q1 		$7.79K Hold
86
– – ﹤0.01% 812
2024
Q4 		$7.66K Buy
86
+13
+18% +$1.19K ﹤0.01% 792
2024
Q3 		$6.83K Hold
73
– – ﹤0.01% 769
2024
Q2 		$6.46K Buy
73
+62
+564% +$5.5K ﹤0.01% 737
2024
Q1 		$986 Hold
11
– – ﹤0.01% 967
2023
Q4 		$980 Hold
11
– – ﹤0.01% 959
2023
Q3 		$908 Hold
11
– – ﹤0.01% 966
2023
Q2 		$952 Sell
11
-166
-94% -$14.2K ﹤0.01% 948
2023
Q1 		$15.3K Sell
177
-7
-4% -$603 ﹤0.01% 513
2022
Q4 		$15.6K Hold
184
– – ﹤0.01% 472
2022
Q3 		$15K Hold
184
– – ﹤0.01% 472
2022
Q2 		$16K Buy
184
+176
+2,200% +$15.9K ﹤0.01% 450
2022
Q1 		$1K Hold
8
– – ﹤0.01% 729
2021
Q4 		$1K Hold
8
– – ﹤0.01% 698
2021
Q3 		$1K Buy
+8
New +$899 ﹤0.01% 677
2021
Q2 		– Sell
-31
Closed -$3K – 687
2021
Q1 		$3K Buy
31
+15
+94% +$1.68K ﹤0.01% 517
2020
Q4 		$1K Hold
16
– – ﹤0.01% 428
2020
Q3 		$1K Hold
16
– – ﹤0.01% 405
2020
Q2 		$2K Sell
16
-248
-94% -$25.7K ﹤0.01% 384
2020
Q1 		$26K Sell
264
-3,461
-93% -$382K 0.01% 198
2019
Q4 		$427K Buy
3,725
+459
+14% +$51.9K 0.14% 83
2019
Q3 		$370K Buy
+3,266
New +$372K 0.18% 71
2018
Q3 		– Sell
-345
Closed -$36K – 335
2018
Q2 		$36K Hold
345
– – 0.02% 161
2018
Q1 		$39K Hold
345
– – 0.02% 154
2017
Q4 		$40K Sell
345
-104
-23% -$12K 0.03% 155
2017
Q3 		$52K Buy
+449
New +$51.9K 0.04% 126

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Bogart Wealth LLC's EMB Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 76 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Bogart Wealth LLC first reported a position in EMB in Q3 2017 and has held it in 31 quarters since. The position peaked at $427K in Q4 2019. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Bogart Wealth LLC held 76 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.33K as of Q2 2026.
  • Bogart Wealth LLC left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1094 holding.
  • Bogart Wealth LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2017 and has held it in 31 quarters since.
  • Bogart Wealth LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $427K in Q4 2019.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.