Coldstream Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Coldstream Capital Management’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
2025 Q2	–	Sell	-1,020	Closed	-$92.4K	–	1769
2025 Q1	$92.4K	Buy	+1,020	New	+$92.3K	﹤0.01%	1397
2022 Q2	$240K	Buy	2,812 +54	+2%	+$4.88K	0.01%	659
2022 Q1	$270K	Buy	2,758 +659	+31%	+$66.8K	0.01%	614
2021 Q4	$229K	Buy	+2,099	New	+$229K	0.01%	729
2021 Q3	–	Sell	-2,111	Closed	-$237K	–	447
2021 Q2	$237K	Buy	+2,111	New	+$235K	0.01%	460

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coldstream Capital Management's EMB Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 1,020 shares — an estimated $92.4K sold.

Coldstream Capital Management first reported a position in EMB in Q2 2021 and held it in 5 quarters. The position peaked at $270K in Q1 2022. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Coldstream Capital Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,020 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $92.4K.
Coldstream Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and held it in 5 quarters.
Coldstream Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $270K in Q1 2022.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.