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Cassaday & Co Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cassaday & Co 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
Q2 		$21K Hold
218
– – ﹤0.01% 767
2026
Q1 		$20.5K Buy
+218
New +$20.9K ﹤0.01% 780

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

Cassaday & Co Wealth Management's EMB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 218 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Cassaday & Co Wealth Management first reported a position in EMB in Q1 2026 and has held it in 2 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Cassaday & Co Wealth Management held 218 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $21K as of Q2 2026.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.