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

Cyndeo 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 		$216K Sell
2,241
-2,691
-55% -$258K 0.01% 487
2026
Q1 		$463K Sell
4,932
-5,686
-54% -$546K 0.02% 336
2025
Q4 		$1.02M Buy
10,618
+333
+3% +$32K 0.06% 235
2025
Q3 		$979K Buy
10,285
+621
+6% +$58.1K 0.05% 238
2025
Q2 		$895K Buy
9,664
+768
+9% +$69.1K 0.05% 239
2025
Q1 		$806K Buy
8,896
+122
+1% +$11K 0.05% 242
2024
Q4 		$781K Sell
8,774
-548
-6% -$50K 0.05% 244
2024
Q3 		$872K Buy
9,322
+1,294
+16% +$118K 0.06% 230
2024
Q2 		$710K Buy
8,028
+931
+13% +$82.5K 0.06% 240
2024
Q1 		$636K Buy
7,097
+2,412
+51% +$212K 0.05% 238
2023
Q4 		$417K Buy
+4,685
New +$395K 0.04% 268

Other funds holding EMB

PL
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 55% in Q2 2026, selling an estimated $258K and leaving 2,241 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #487.

Cyndeo Wealth Partners first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 198 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Cyndeo Wealth Partners held 2,241 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $216K as of Q2 2026.
  • Cyndeo Wealth Partners sold 2,691 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $258K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #487 holding.
  • Cyndeo Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.02M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.