Diversify Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Diversify Advisory 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 Q1	–	Sell	-8,261	Closed	-$795K	–	405
2025 Q4	$795K	Sell	8,261 -1,069	-11%	-$103K	0.03%	457
2025 Q3	$895K	Buy	9,330 +1,634	+21%	+$153K	0.03%	396
2025 Q2	$721K	Buy	7,696 +2,692	+54%	+$242K	0.03%	416
2025 Q1	$453K	Sell	5,004 -1,295	-21%	-$117K	0.03%	376
2024 Q4	$559K	Sell	6,299 -2,005	-24%	-$183K	0.03%	347
2024 Q3	$758K	Sell	8,304 -1,736	-17%	-$158K	0.04%	301
2024 Q2	$895K	Sell	10,040 -513	-5%	-$45.5K	0.05%	267
2024 Q1	$938K	Buy	+10,553	New	+$929K	0.06%	264

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 $2.44B AUM

Diversify Advisory Services's EMB Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 8,261 shares — an estimated $795K sold.

Diversify Advisory Services first reported a position in EMB in Q1 2024 and held it in 8 quarters. The position peaked at $938K in Q1 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Diversify Advisory Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 8,261 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $795K.
Diversify Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $938K in Q1 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.