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Disciplined Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Disciplined Investments’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
2025
Q2 		– Sell
-2,467
Closed -$223K – 126
2025
Q1 		$223K Sell
2,467
-443
-15% -$40.1K 0.1% 119
2024
Q4 		$259K Buy
+2,910
New +$266K 0.13% 113
2024
Q3 		– Sell
-2,977
Closed -$263K – 119
2024
Q2 		$263K Buy
2,977
+6
+0.2% +$532 0.14% 108
2024
Q1 		$266K Buy
2,971
+5
+0.2% +$440 0.15% 105
2023
Q4 		$264K Sell
2,966
-1,031
-26% -$86.8K 0.15% 97
2023
Q3 		$330K Sell
3,997
-848
-18% -$72.3K 0.2% 91
2023
Q2 		$419K Sell
4,845
-16,981
-78% -$1.45M 0.22% 83
2023
Q1 		$1.88M Sell
21,826
-167
-0.8% -$14.4K 0.79% 39
2022
Q4 		$1.86M Buy
21,993
+13,637
+163% +$1.13M 0.91% 34
2022
Q3 		$663K Buy
8,356
+1,886
+29% +$161K 0.3% 78
2022
Q2 		$552K Sell
6,470
-607
-9% -$54.9K 0.25% 81
2022
Q1 		$692K Buy
7,077
+5,610
+382% +$568K 0.29% 73
2021
Q4 		$160K Sell
1,467
-2,003
-58% -$219K 0.07% 121
2021
Q3 		$382K Buy
3,470
+19
+0.6% +$2.13K 0.19% 89
2021
Q2 		$388K Buy
3,451
+1,496
+77% +$166K 0.2% 87
2021
Q1 		$213K Buy
1,955
+7
+0.4% +$782 0.13% 103
2020
Q4 		$226K Buy
1,948
+14
+0.7% +$1.58K 0.15% 86
2020
Q3 		$215K Buy
1,934
+9
+0.5% +$1.01K 0.16% 87
2020
Q2 		$210K Buy
1,925
+11
+0.6% +$1.14K 0.16% 90
2020
Q1 		$185K Sell
1,914
-4,035
-68% -$445K 0.18% 85
2019
Q4 		$681K Buy
+5,949
New +$672K 0.57% 48

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Disciplined Investments's EMB Position: Q2 2025 in Review

Disciplined Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 2,467 shares — an estimated $223K sold.

Disciplined Investments first reported a position in EMB in Q4 2019 and held it in 21 quarters. The position peaked at $1.88M in Q1 2023. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Disciplined Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Disciplined Investments sold 2,467 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $223K.
  • Disciplined Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 21 quarters.
  • Disciplined Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.88M in Q1 2023.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Disciplined Investments's 13F filing for Q2 2025, filed 29 Jul 2025.