CFS Investment Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

CFS Investment Advisory Services’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	$252K	Sell	2,624 -4,582	-64%	-$439K	0.02%	332
2026 Q1	$697K	Sell	7,206 -52,856	-88%	-$5.08M	0.05%	220
2025 Q4	$5.78M	Sell	60,062 -51	-0.1%	-$4.9K	0.42%	58
2025 Q3	$5.79M	Buy	60,113 +1,877	+3%	+$176K	0.43%	57
2025 Q2	$5.39M	Buy	58,236 +802	+1%	+$72.2K	0.44%	55
2025 Q1	$5.2M	Buy	57,434 +10,830	+23%	+$980K	0.46%	48
2024 Q4	$4.15M	Sell	46,604 -45,720	-50%	-$4.17M	0.37%	59
2024 Q3	$8.64M	Buy	92,324 +4,212	+5%	+$384K	0.73%	30
2024 Q2	$7.8M	Buy	+88,112	New	+$7.81M	0.63%	37
2023 Q3	–	Sell	-48,749	Closed	-$4.22M	–	179
2023 Q2	$4.22M	Buy	+48,749	New	+$4.16M	0.54%	35
2022 Q2	–	Sell	-77,133	Closed	-$1K	–	309
2022 Q1	$1K	Buy	+77,133	New	+$7.82M	﹤0.01%	335

Other funds holding EMB

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CFS Investment Advisory Services's EMB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 64% in Q2 2026, selling an estimated $439K and leaving 2,624 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #332.

CFS Investment Advisory Services first reported a position in EMB in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.64M in Q3 2024. 180 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

CFS Investment Advisory Services held 2,624 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $252K as of Q2 2026.
CFS Investment Advisory Services sold 4,582 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $439K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #332 holding.
CFS Investment Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 11 quarters since.
CFS Investment Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.64M in Q3 2024.
180 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.