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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
Q3 		$3.8M Buy
41,855
+1,300
+3% +$123K 0.89% 26
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Colton Groome Financial Advisors's EMB Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.2% in Q3 2026, buying an estimated $123K and bringing the position to 41,855 shares worth $3.8M. The position accounts for 0.89% of the portfolio, ranked #26.

Colton Groome Financial Advisors first reported a position in EMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.91M in Q2 2026. 45 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Colton Groome Financial Advisors held 41,855 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.8M as of Q3 2026.
  • Colton Groome Financial Advisors bought 1,300 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $123K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.89% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #26 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 26 quarters since.
  • Colton Groome Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.91M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.