Chatterton & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Chatterton & Associates’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 Q1	–	Sell	-7,384	Closed	-$711K	–	99
2025 Q4	$711K	Buy	+7,384	New	+$709K	0.61%	40

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Chatterton & Associates's EMB Position: Q1 2026 in Review

Chatterton & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 7,384 shares — an estimated $711K sold.

Chatterton & Associates first reported a position in EMB in Q4 2025 and held it in 1 quarter. The position peaked at $711K in Q4 2025. 845 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Chatterton & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Chatterton & Associates sold 7,384 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $711K.
Chatterton & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and held it in 1 quarter.
Chatterton & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $711K in Q4 2025.
845 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Chatterton & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.