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Colton Groome Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Colton Groome Financial 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 		$3.91M Buy
40,555
+353
+0.9% +$33.8K 0.95% 24
2026
Q1 		$3.78M Buy
40,202
+3,644
+10% +$350K 1.08% 20
2025
Q4 		$3.52M Buy
36,558
+2,131
+6% +$205K 1.01% 23
2025
Q3 		$3.28M Buy
34,427
+1,277
+4% +$120K 1.01% 24
2025
Q2 		$3.07M Buy
33,150
+1,466
+5% +$132K 1.04% 23
2025
Q1 		$2.85M Sell
31,684
-701
-2% -$63.5K 1.11% 23
2024
Q4 		$2.88M Buy
32,385
+1,365
+4% +$125K 1.1% 22
2024
Q3 		$2.9M Buy
31,020
+1,232
+4% +$112K 1.09% 22
2024
Q2 		$2.64M Buy
29,788
+1,975
+7% +$175K 1.04% 23
2024
Q1 		$2.49M Buy
27,813
+3,786
+16% +$333K 1% 26
2023
Q4 		$2.14M Buy
24,027
+2,158
+10% +$182K 0.93% 27
2023
Q3 		$1.8M Sell
21,869
-6,391
-23% -$545K 0.9% 28
2023
Q2 		$2.45M Buy
28,260
+1,154
+4% +$98.5K 1.15% 24
2023
Q1 		$2.34M Buy
27,106
+18,061
+200% +$1.56M 1.12% 28
2022
Q4 		$765K Buy
9,045
+3,346
+59% +$277K 0.38% 53
2022
Q3 		$453K Sell
5,699
-269
-5% -$23K 0.23% 60
2022
Q2 		$509K Buy
5,968
+740
+14% +$66.9K 0.25% 52
2022
Q1 		$511K Buy
5,228
+575
+12% +$58.3K 0.24% 57
2021
Q4 		$507K Sell
4,653
-14,923
-76% -$1.63M 0.21% 75
2021
Q3 		$2.15M Buy
19,576
+1,415
+8% +$159K 0.94% 28
2021
Q2 		$2.04M Buy
+18,161
New +$2.02M 0.94% 28
2021
Q1 		– Sell
-18,650
Closed -$2.16M – 69
2020
Q4 		$2.16M Sell
18,650
-8,254
-31% -$935K 1.39% 25
2020
Q3 		$2.98M Buy
26,904
+7,113
+36% +$799K 2.09% 15
2020
Q2 		$2.16M Buy
19,791
+10,437
+112% +$1.08M 1.57% 19
2020
Q1 		$904K Buy
+9,354
New +$1.03M 0.75% 25

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

Colton Groome Financial Advisors's EMB Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.88% in Q2 2026, buying an estimated $33.8K and bringing the position to 40,555 shares worth $3.91M. The position accounts for 0.95% of the portfolio, ranked #24.

Colton Groome Financial Advisors first reported a position in EMB in Q1 2020 and has held it in 25 quarters since. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Colton Groome Financial Advisors held 40,555 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.91M as of Q2 2026.
  • Colton Groome Financial Advisors bought 353 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $33.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.95% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Colton Groome Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.