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Concorde Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Concorde Asset 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
2026
Q1 		– Sell
-3,780
Closed -$364K – 214
2025
Q4 		$364K Buy
3,780
+495
+15% +$47.6K 0.15% 134
2025
Q3 		$313K Buy
+3,285
New +$308K 0.13% 143
2025
Q1 		$303K Buy
3,408
+158
+5% +$14.3K 0.16% 110
2024
Q4 		$289K Buy
3,250
+604
+23% +$55.1K 0.15% 130
2024
Q3 		$248K Buy
+2,646
New +$241K 0.14% 138
2021
Q1 		– Sell
-5,556
Closed -$644K – 215
2020
Q4 		$644K Buy
5,556
+622
+13% +$70.4K 0.36% 65
2020
Q3 		$547K Sell
4,934
-501
-9% -$56.3K 0.31% 89
2020
Q2 		$594K Sell
5,435
-1,550
-22% -$160K 0.5% 47
2020
Q1 		$676K Sell
6,985
-233
-3% -$25.7K 0.7% 33
2019
Q4 		$827K Buy
7,218
+1,424
+25% +$161K 0.57% 50
2019
Q3 		$656K Buy
5,794
+1,776
+44% +$202K 0.51% 58
2019
Q2 		$455K Sell
4,018
-8,102
-67% -$893K 0.27% 117
2019
Q1 		$1.33M Sell
12,120
-1,355
-10% -$146K 0.86% 30
2018
Q4 		$1.4M Buy
13,475
+484
+4% +$50.6K 1.18% 15
2018
Q3 		$1.4M Buy
12,991
+6,077
+88% +$653K 1.37% 15
2018
Q2 		$740K Sell
6,914
-863
-11% -$94.2K 0.84% 31
2018
Q1 		$873K Buy
7,777
+3,062
+65% +$348K 1.07% 24
2017
Q4 		$548K Sell
4,715
-1,760
-27% -$204K 0.69% 49
2017
Q3 		$754K Buy
6,475
+4,095
+172% +$473K 0.65% 49
2017
Q2 		$271K Buy
+2,380
New +$273K 0.37% 99
2016
Q4 		– Sell
-1,769
Closed -$207K – 115
2016
Q3 		$207K Buy
+1,769
New +$206K 0.26% 110

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Concorde Asset Management's EMB Position: Q1 2026 in Review

Concorde Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,780 shares — an estimated $364K sold.

Concorde Asset Management first reported a position in EMB in Q3 2016 and held it in 21 quarters. The position peaked at $1.4M in Q3 2018. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Concorde Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 3,780 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $364K.
  • Concorde Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2016 and held it in 21 quarters.
  • Concorde Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.4M in Q3 2018.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.