Concord Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Concord Wealth Partners’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	$154	Buy	+2	New	+$192	﹤0.01%	854
2026 Q1	–	Sell	-2	Closed	-$151	–	358
2025 Q4	$151	Hold	2	–	–	﹤0.01%	811
2025 Q3	$147	Hold	2	–	–	﹤0.01%	796
2025 Q2	$141	Buy	2 +1	+100%	+$90	﹤0.01%	821
2025 Q1	$136	Hold	1	–	–	﹤0.01%	786
2024 Q4	$132	Sell	1 -1	-50%	-$91	﹤0.01%	898
2024 Q3	$229	Hold	2	–	–	﹤0.01%	925
2024 Q2	$214	Sell	2 -6	-75%	-$532	﹤0.01%	791
2024 Q1	$752	Hold	8	–	–	﹤0.01%	803
2023 Q4	$746	Sell	8 -3	-27%	-$253	﹤0.01%	770
2023 Q3	$933	Hold	11	–	–	﹤0.01%	949
2023 Q2	$973	Hold	11	–	–	﹤0.01%	952
2023 Q1	$964	Hold	11	–	–	﹤0.01%	899
2022 Q4	$942	Buy	+11	New	+$909	﹤0.01%	1071
2022 Q3	–	Sell	-20	Closed	-$2K	–	434
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	1013
2022 Q1	$2K	Sell	20 -1	-5%	-$101	﹤0.01%	1087
2021 Q4	$2K	Buy	+21	New	+$2.29K	﹤0.01%	1119
2021 Q2	–	Sell	-10	Closed	-$1K	–	1065
2021 Q1	$1K	Buy	+10	New	+$1.12K	﹤0.01%	903

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

Concord Wealth Partners's EMB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 2 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EMB as recently as Q4 2025.

Concord Wealth Partners first reported a position in EMB in Q1 2021 and has held it in 18 quarters since. The position peaked at $2K in Q2 2022. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Concord Wealth Partners held 2 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $154 as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Concord Wealth Partners position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #854 holding.
Concord Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 18 quarters since.
Concord Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2K in Q2 2022.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.