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

Chesley Taft & 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
Q2 		$1.42M Buy
14,718
+856
+6% +$82K 0.06% 188
2026
Q1 		$1.3M Buy
13,862
+1,500
+12% +$144K 0.05% 193
2025
Q4 		$1.19M Buy
+12,362
New +$1.19M 0.05% 200
2022
Q1 		– Sell
-3,795
Closed -$414K – 297
2021
Q4 		$414K Sell
3,795
-300
-7% -$32.7K 0.02% 249
2021
Q3 		$451K Buy
4,095
+800
+24% +$89.9K 0.03% 240
2021
Q2 		$371K Buy
3,295
+425
+15% +$47.3K 0.02% 251
2021
Q1 		$314K Sell
2,870
-440
-13% -$49.2K 0.02% 262
2020
Q4 		$384K Buy
+3,310
New +$375K 0.02% 233
2020
Q1 		– Sell
-16,545
Closed -$1.9M – 253
2019
Q4 		$1.9M Buy
16,545
+4,118
+33% +$465K 0.14% 121
2019
Q3 		$1.41M Buy
12,427
+797
+7% +$90.7K 0.11% 135
2019
Q2 		$1.32M Buy
11,630
+2,825
+32% +$311K 0.1% 138
2019
Q1 		$969K Sell
8,805
-1,160
-12% -$125K 0.08% 159
2018
Q4 		$1.03M Sell
9,965
-250
-2% -$26.1K 0.1% 151
2018
Q3 		$1.1M Buy
10,215
+4,445
+77% +$477K 0.09% 162
2018
Q2 		$616K Sell
5,770
-100
-2% -$10.9K 0.05% 202
2018
Q1 		$662K Sell
5,870
-325
-5% -$36.9K 0.06% 198
2017
Q4 		$719K Buy
6,195
+400
+7% +$46.3K 0.06% 200
2017
Q3 		$675K Buy
5,795
+490
+9% +$56.6K 0.06% 201
2017
Q2 		$607K Hold
5,305
– – 0.05% 203
2017
Q1 		$603K Hold
5,305
– – 0.06% 207
2016
Q4 		$585K Hold
5,305
– – 0.06% 203
2016
Q3 		$622K Buy
5,305
+200
+4% +$23.3K 0.06% 189
2016
Q2 		$588K Buy
5,105
+540
+12% +$60.2K 0.06% 193
2016
Q1 		$504K Sell
4,565
-200
-4% -$21.3K 0.05% 192
2015
Q4 		$504K Buy
+4,765
New +$513K 0.05% 193
2014
Q1 		– Sell
-20,110
Closed -$2.17M – 257
2013
Q4 		$2.17M Buy
20,110
+250
+1% +$27.3K 0.22% 117
2013
Q3 		$2.17M Buy
19,860
+100
+0.5% +$10.8K 0.24% 109
2013
Q2 		$2.16M Buy
+19,760
New +$2.31M 0.25% 99

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

Chesley Taft & Associates's EMB Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.2% in Q2 2026, buying an estimated $82K and bringing the position to 14,718 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #188.

Chesley Taft & Associates first reported a position in EMB in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.17M in Q4 2013. 831 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Chesley Taft & Associates held 14,718 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.42M as of Q2 2026.
  • Chesley Taft & Associates bought 856 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $82K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Chesley Taft & Associates's portfolio in Q2 2026, its #188 holding.
  • Chesley Taft & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 28 quarters since.
  • Chesley Taft & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.17M in Q4 2013.
  • 831 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.