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Cypress Wealth Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cypress Wealth Services’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 		$295K Sell
3,056
-196
-6% -$18.8K 0.04% 348
2026
Q1 		$305K Sell
3,252
-13,002
-80% -$1.25M 0.04% 300
2025
Q4 		$1.56M Buy
16,254
+1,781
+12% +$171K 0.22% 87
2025
Q3 		$1.38M Buy
14,473
+221
+2% +$20.7K 0.23% 81
2025
Q2 		$1.32M Buy
14,252
+1,094
+8% +$98.5K 0.24% 81
2025
Q1 		$1.19M Buy
13,158
+1,578
+14% +$143K 0.24% 78
2024
Q4 		$1.03M Buy
11,580
+976
+9% +$89.1K 0.21% 81
2024
Q3 		$992K Sell
10,604
-106
-1% -$9.66K 0.21% 83
2024
Q2 		$948K Sell
10,710
-1,101
-9% -$97.6K 0.21% 80
2024
Q1 		$1.06M Buy
11,811
+2,518
+27% +$222K 0.25% 77
2023
Q4 		$828K Sell
9,293
-578
-6% -$48.7K 0.21% 85
2023
Q3 		$815K Buy
9,871
+263
+3% +$22.4K 0.23% 87
2023
Q2 		$837K Sell
9,608
-616
-6% -$52.6K 0.22% 88
2023
Q1 		$882K Buy
+10,224
New +$881K 0.26% 78
2020
Q2 		– Sell
-4,424
Closed -$428K – 277
2020
Q1 		$428K Buy
4,424
+642
+17% +$70.8K 0.13% 137
2019
Q4 		$433K Buy
3,782
+477
+14% +$53.9K 0.11% 148
2019
Q3 		$375K Buy
+3,305
New +$376K 0.1% 158

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

Cypress Wealth Services's EMB Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6% in Q2 2026, selling an estimated $18.8K and leaving 3,056 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #348.

Cypress Wealth Services first reported a position in EMB in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.56M in Q4 2025. 195 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Cypress Wealth Services held 3,056 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $295K as of Q2 2026.
  • Cypress Wealth Services sold 196 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $18.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #348 holding.
  • Cypress Wealth Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • Cypress Wealth Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.56M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.