Cornerstone Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cornerstone Wealth Group’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	$1.73M	Buy	18,040 +1,538	+9%	+$148K	0.11%	133
2025 Q4	$1.59M	Buy	16,502 +438	+3%	+$42.1K	0.11%	121
2025 Q3	$1.53M	Buy	16,064 +74	+0.5%	+$6.93K	0.1%	122
2025 Q2	$1.48M	Sell	15,990 -1,045	-6%	-$94.1K	0.11%	115
2025 Q1	$1.54M	Buy	17,035 +340	+2%	+$30.8K	0.13%	117
2024 Q4	$1.49M	Buy	16,695 +1,606	+11%	+$147K	0.12%	114
2024 Q3	$1.41M	Buy	15,089 +393	+3%	+$35.8K	0.12%	115
2024 Q2	$1.3M	Buy	14,696 +352	+2%	+$31.2K	0.12%	116
2024 Q1	$1.29M	Buy	14,344 +434	+3%	+$38.2K	0.12%	114
2023 Q4	$1.24M	Buy	13,910 +4,578	+49%	+$386K	0.18%	89
2023 Q3	$770K	Buy	9,332 +413	+5%	+$35.2K	0.14%	100
2023 Q2	$772K	Buy	8,919 +354	+4%	+$30.2K	0.14%	98
2023 Q1	$739K	Buy	8,565 +2,507	+41%	+$216K	0.13%	106
2022 Q4	$512K	Sell	6,058 -780	-11%	-$64.5K	0.1%	98
2022 Q3	$543K	Sell	6,838 -1,192	-15%	-$102K	0.12%	90
2022 Q2	$685K	Sell	8,030 -680	-8%	-$61.5K	0.14%	91
2022 Q1	$852K	Sell	8,710 -771	-8%	-$78.1K	0.16%	108
2021 Q4	$1.03M	Buy	9,481 +1,258	+15%	+$137K	0.18%	94
2021 Q3	$905K	Buy	8,223 +97	+1%	+$10.9K	0.16%	101
2021 Q2	$914K	Sell	8,126 -1,542	-16%	-$172K	0.19%	94
2021 Q1	$1.07M	Sell	9,668 -949	-9%	-$106K	0.22%	102
2020 Q4	$1.23M	Buy	10,617 +735	+7%	+$83.2K	0.3%	96
2020 Q3	$1.1M	Buy	9,882 +2,018	+26%	+$227K	0.3%	78
2020 Q2	$859K	Buy	+7,864	New	+$814K	0.22%	79
2020 Q1	–	Sell	-24,858	Closed	-$2.85M	–	127
2019 Q4	$2.85M	Buy	24,858 +1,013	+4%	+$114K	0.77%	40
2019 Q3	$2.7M	Sell	23,845 -263	-1%	-$29.9K	0.68%	46
2019 Q2	$2.73M	Sell	24,108 -184,355	-88%	-$20.3M	0.74%	34
2019 Q1	$22.9M	Buy	+208,463	New	+$22.5M	5.76%	2

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 $3.04B AUM

Cornerstone Wealth Group's EMB Position: Q1 2026 in Review

Cornerstone Wealth Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.3% in Q1 2026, buying an estimated $148K and bringing the position to 18,040 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #133.

Cornerstone Wealth Group first reported a position in EMB in Q1 2019 and has held it in 28 quarters since. The position peaked at $22.9M in Q1 2019. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Cornerstone Wealth Group held 18,040 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.73M as of Q1 2026.
Cornerstone Wealth Group bought 1,538 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $148K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of Cornerstone Wealth Group's portfolio in Q1 2026, its #133 holding.
Cornerstone Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 28 quarters since.
Cornerstone Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $22.9M in Q1 2019.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.