Capital Analysts LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Capital Analysts 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	$82K	Hold	855	–	–	﹤0.01%	892
2026 Q1	$80K	Sell	855 -10,320	-92%	-$992K	﹤0.01%	851
2025 Q4	$1.08M	Buy	11,175 +463	+4%	+$44.5K	0.03%	307
2025 Q3	$1.02M	Buy	10,712 +795	+8%	+$74.4K	0.03%	308
2025 Q2	$919K	Buy	9,917 +801	+9%	+$72.1K	0.03%	293
2025 Q1	$826K	Buy	9,116 +1,491	+20%	+$135K	0.03%	287
2024 Q4	$679K	Buy	7,625 +839	+12%	+$76.6K	0.03%	296
2024 Q3	$635K	Buy	6,786 +2,210	+48%	+$201K	0.03%	296
2024 Q2	$405K	Buy	4,576 +2,299	+101%	+$204K	0.02%	356
2024 Q1	$204K	Buy	2,277 +641	+39%	+$56.5K	0.01%	438
2023 Q4	$146K	Buy	1,636 +250	+18%	+$21.1K	0.01%	472
2023 Q3	$114K	Buy	1,386 +516	+59%	+$44K	0.01%	462
2023 Q2	$75K	Buy	870 +51	+6%	+$4.35K	﹤0.01%	516
2023 Q1	$71K	Buy	819 +650	+385%	+$56K	﹤0.01%	525
2022 Q4	$14K	Sell	169 -26,486	-99%	-$2.19M	﹤0.01%	813
2022 Q3	$2.12M	Buy	26,655 +2,967	+13%	+$254K	0.15%	138
2022 Q2	$2.02M	Sell	23,688 -57,653	-71%	-$5.21M	0.14%	146
2022 Q1	$7.95M	Buy	81,341 +1,282	+2%	+$130K	0.5%	36
2021 Q4	$8.73M	Buy	80,059 +2,755	+4%	+$301K	0.53%	30
2021 Q3	$8.51M	Buy	77,304 +4,131	+6%	+$464K	0.56%	29
2021 Q2	$8.23M	Sell	73,173 -216	-0.3%	-$24K	0.55%	29
2021 Q1	$7.99M	Sell	73,389 -5,198	-7%	-$581K	0.55%	30
2020 Q4	$9.11M	Buy	78,587 +1,209	+2%	+$137K	0.8%	21
2020 Q3	$8.58M	Buy	77,378 +6,840	+10%	+$768K	0.82%	22
2020 Q2	$7.7M	Sell	70,538 -7,873	-10%	-$815K	0.81%	22
2020 Q1	$7.58M	Sell	78,411 -1,535	-2%	-$169K	0.93%	20
2019 Q4	$9.16M	Buy	79,946 +841	+1%	+$95K	0.91%	19
2019 Q3	$8.97M	Buy	79,105 +1,402	+2%	+$159K	0.95%	19
2019 Q2	$8.8M	Buy	77,703 +44,325	+133%	+$4.89M	0.96%	18
2019 Q1	$3.67M	Buy	33,378 +12,284	+58%	+$1.32M	0.42%	56
2018 Q4	$2.19M	Sell	21,094 -13	-0.1%	-$1.36K	0.29%	77
2018 Q3	$2.28M	Sell	21,107 -49,640	-70%	-$5.33M	0.26%	82
2018 Q2	$7.55M	Buy	70,747 +2,524	+4%	+$275K	0.9%	16
2018 Q1	$7.7M	Buy	68,223 +1,457	+2%	+$165K	0.95%	15
2017 Q4	$7.75M	Buy	66,766 +1,968	+3%	+$228K	0.97%	16
2017 Q3	$7.54M	Buy	64,798 +3,371	+5%	+$389K	1.01%	16
2017 Q2	$7.02M	Buy	61,427 +2,866	+5%	+$329K	1%	16
2017 Q1	$6.66M	Buy	58,561 +20,362	+53%	+$2.29M	1.05%	16
2016 Q4	$4.21M	Buy	38,199 +2,073	+6%	+$233K	0.74%	23
2016 Q3	$4.23M	Buy	36,126 +16,444	+84%	+$1.92M	0.79%	24
2016 Q2	$2.27M	Buy	19,682 +2,209	+13%	+$246K	0.46%	62
2016 Q1	$1.93M	Buy	17,473 +838	+5%	+$89.3K	0.39%	72
2015 Q4	$1.76M	Sell	16,635 -428	-3%	-$46.1K	0.36%	77
2015 Q3	$1.82M	Buy	17,063 +939	+6%	+$102K	0.35%	72
2015 Q2	$1.77M	Buy	+16,124	New	+$1.8M	0.36%	67
2015 Q1	–	Sell	-28	Closed	-$3.07K	–	394
2014 Q4	$3.07K	Hold	28	–	–	﹤0.01%	380
2014 Q3	$3.16K	Hold	28	–	–	﹤0.01%	375
2014 Q2	$3.23K	Hold	28	–	–	﹤0.01%	370
2014 Q1	$3.12K	Buy	28 +4	+17%	+$436	﹤0.01%	345
2013 Q4	$2.6K	Hold	24	–	–	﹤0.01%	318
2013 Q3	$2.62K	Hold	24	–	–	﹤0.01%	296
2013 Q2	$2.63K	Buy	+24	New	+$2.81K	﹤0.01%	284

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

Capital Analysts LLC's EMB Position: Q2 2026 in Review

Capital Analysts LLC held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 855 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Capital Analysts LLC first reported a position in EMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.16M in Q4 2019. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Capital Analysts LLC held 855 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $82K as of Q2 2026.
Capital Analysts 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 Capital Analysts LLC's portfolio in Q2 2026, its #892 holding.
Capital Analysts LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 52 quarters since.
Capital Analysts LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $9.16M in Q4 2019.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.