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 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Concord Wealth Partners's EMB Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2 shares — an estimated $151 sold.

Concord Wealth Partners first reported a position in EMB in Q1 2021 and held it in 17 quarters. The position peaked at $2K in Q2 2022. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Concord Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 2 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $151.
Concord Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 17 quarters.
Concord Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2K in Q2 2022.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.