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 Q3	$539K	Buy	5,874 +2,754	+88%	+$260K	0.01%	888
2026 Q2	$296K	Buy	+3,120	New	+$299K	0.01%	1059
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Diversify Advisory Services's EMB Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 88% in Q3 2026, buying an estimated $260K and bringing the position to 5,874 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #888.

Diversify Advisory Services first reported a position in EMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $938K in Q1 2024. 178 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Diversify Advisory Services held 5,874 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $539K as of Q3 2026.
Diversify Advisory Services bought 2,754 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $260K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #888 holding.
Diversify Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $938K in Q1 2024.
178 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.