Clearstead Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Clearstead Advisors’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	$137K	Sell	1,425 -171	-11%	-$16.4K	﹤0.01%	1185
2026 Q1	$150K	Sell	1,596 -371	-19%	-$35.6K	﹤0.01%	1043
2025 Q4	$189K	Sell	1,967 -58	-3%	-$5.57K	﹤0.01%	949
2025 Q3	$193K	Sell	2,025 -463	-19%	-$43.4K	﹤0.01%	892
2025 Q2	$230K	Sell	2,488 -136	-5%	-$12.2K	﹤0.01%	851
2025 Q1	$238K	Sell	2,624 -276	-10%	-$25K	﹤0.01%	775
2024 Q4	$258K	Sell	2,900 -5,192	-64%	-$474K	﹤0.01%	777
2024 Q3	$757K	Sell	8,092 -991	-11%	-$90.3K	0.01%	480
2024 Q2	$804K	Buy	9,083 +7,750	+581%	+$687K	0.01%	438
2024 Q1	$118K	Hold	1,333	–	–	0.01%	572
2023 Q4	$119K	Sell	1,333 -156	-10%	-$13.1K	0.01%	556
2023 Q3	$123K	Sell	1,489 -33	-2%	-$2.81K	0.01%	517
2023 Q2	$132K	Buy	1,522 +122	+9%	+$10.4K	0.01%	512
2023 Q1	$121K	Buy	1,400 +18	+1%	+$1.55K	0.01%	476
2022 Q4	$117K	Buy	1,382 +1,357	+5,428%	+$112K	0.01%	472
2022 Q3	$2K	Buy	+25	New	+$2.14K	﹤0.01%	1074

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

Clearstead Advisors's EMB Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, selling an estimated $16.4K and leaving 1,425 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Clearstead Advisors first reported a position in EMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $804K in Q2 2024. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Clearstead Advisors held 1,425 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $137K as of Q2 2026.
Clearstead Advisors sold 171 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $16.4K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1185 holding.
Clearstead Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and has held it in 16 quarters since.
Clearstead Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $804K in Q2 2024.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.