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

Clune & 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 		$16.2M Buy
167,648
+50,800
+43% +$4.87M 2.44% 14
2026
Q1 		$11M Buy
116,848
+45,309
+63% +$4.35M 2.06% 14
2025
Q4 		$6.89M Buy
71,539
+1,951
+3% +$187K 1.49% 18
2025
Q3 		$6.62M Buy
69,588
+2,550
+4% +$239K 1.66% 17
2025
Q2 		$6.21M Buy
67,038
+2,268
+4% +$204K 1.7% 16
2025
Q1 		$5.87M Buy
64,770
+4,861
+8% +$440K 1.8% 15
2024
Q4 		$5.33M Buy
+59,909
New +$5.47M 1.77% 15

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
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
AC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Clune & Associates's EMB Position: Q2 2026 in Review

Clune & Associates increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 43% in Q2 2026, buying an estimated $4.87M and bringing the position to 167,648 shares worth $16.2M. The position accounts for 2.44% of the portfolio, ranked #14.

Clune & Associates first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Clune & Associates held 167,648 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $16.2M as of Q2 2026.
  • Clune & Associates bought 50,800 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $4.87M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 2.44% of Clune & Associates's portfolio in Q2 2026, its #14 holding.
  • Clune & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

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