Concurrent Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Concurrent Investment 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	$2.5M	Buy	25,917 +699	+3%	+$67K	0.02%	649
2026 Q1	$2.37M	Buy	25,218 +921	+4%	+$88.5K	0.03%	561
2025 Q4	$2.34M	Buy	24,297 +8,777	+57%	+$843K	0.03%	523
2025 Q3	$1.48M	Buy	15,520 +2,821	+22%	+$264K	0.03%	540
2025 Q2	$1.18M	Buy	12,699 +3,973	+46%	+$358K	0.02%	555
2025 Q1	$790K	Buy	8,726 +4,176	+92%	+$378K	0.02%	612
2024 Q4	$405K	Sell	4,550 -716	-14%	-$65.4K	0.01%	733
2024 Q3	$493K	Sell	5,266 -4,241	-45%	-$387K	0.01%	626
2024 Q2	$841K	Buy	9,507 +1,653	+21%	+$147K	0.03%	472
2024 Q1	$704K	Sell	7,854 -496	-6%	-$43.7K	0.03%	456
2023 Q4	$744K	Buy	+8,350	New	+$703K	0.04%	395

Other funds holding EMB

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Concurrent Investment Advisors's EMB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.8% in Q2 2026, buying an estimated $67K and bringing the position to 25,917 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #649.

Concurrent Investment Advisors first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Concurrent Investment Advisors held 25,917 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.5M as of Q2 2026.
Concurrent Investment Advisors bought 699 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $67K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #649 holding.
Concurrent Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 11 quarters since.
364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.