Donaldson Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Donaldson Capital Management’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	$353K	Buy	3,761 +90	+2%	+$8.65K	0.01%	200
2025 Q4	$353K	Sell	3,671 -100	-3%	-$9.61K	0.01%	197
2025 Q3	$359K	Buy	+3,771	New	+$353K	0.01%	189

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 $3.04B AUM

Donaldson Capital Management's EMB Position: Q1 2026 in Review

Donaldson Capital Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.5% in Q1 2026, buying an estimated $8.65K and bringing the position to 3,761 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #200.

Donaldson Capital Management first reported a position in EMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $359K in Q3 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Donaldson Capital Management held 3,761 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $353K as of Q1 2026.
Donaldson Capital Management bought 90 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $8.65K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #200 holding.
Donaldson Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and has held it in 3 quarters since.
Donaldson Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $359K in Q3 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.