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Dynamic Advisor Solutions’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Dynamic Advisor Solutions’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 		$418K Sell
4,330
-474
-10% -$45.4K 0.01% 734
2026
Q1 		$451K Sell
4,804
-51
-1% -$4.9K 0.01% 673
2025
Q4 		$467K Buy
4,855
+37
+0.8% +$3.56K 0.02% 647
2025
Q3 		$459K Buy
4,818
+538
+13% +$50.4K 0.01% 659
2025
Q2 		$396K Buy
4,280
+139
+3% +$12.5K 0.01% 662
2025
Q1 		$375K Sell
4,141
-281
-6% -$25.4K 0.01% 657
2024
Q4 		$394K Sell
4,422
-504
-10% -$46K 0.02% 475
2024
Q3 		$461K Sell
4,926
-327
-6% -$29.8K 0.01% 636
2024
Q2 		$465K Buy
5,253
+1,348
+35% +$120K 0.01% 642
2024
Q1 		$350K Sell
3,905
-3,924
-50% -$346K 0.01% 705
2023
Q4 		$682K Sell
7,829
-727
-8% -$61.2K 0.03% 502
2023
Q3 		$706K Sell
8,556
-1,209
-12% -$103K 0.03% 435
2023
Q2 		$845K Buy
9,765
+372
+4% +$31.8K 0.04% 380
2023
Q1 		$810K Buy
9,393
+6,556
+231% +$565K 0.05% 365
2022
Q4 		$240K Buy
2,837
+308
+12% +$25.5K 0.02% 611
2022
Q3 		$201K Sell
2,529
-210
-8% -$18K 0.02% 628
2022
Q2 		$234K Sell
2,739
-644
-19% -$58.2K 0.02% 607
2022
Q1 		$331K Sell
3,383
-1,090
-24% -$110K 0.02% 538
2021
Q4 		$488K Sell
4,473
-144
-3% -$15.7K 0.03% 433
2021
Q3 		$508K Sell
4,617
-92
-2% -$10.3K 0.04% 441
2021
Q2 		$530K Sell
4,709
-91
-2% -$10.1K 0.04% 416
2021
Q1 		$523K Sell
4,800
-10,194
-68% -$1.14M 0.05% 371
2020
Q4 		$1.74M Buy
14,994
+1,052
+8% +$119K 0.16% 156
2020
Q3 		$1.55M Buy
13,942
+2,013
+17% +$226K 0.18% 147
2020
Q2 		$1.3M Buy
11,929
+429
+4% +$44.4K 0.18% 145
2020
Q1 		$1.11M Sell
11,500
-177
-2% -$19.5K 0.2% 138
2019
Q4 		$1.34M Buy
11,677
+224
+2% +$25.3K 0.18% 146
2019
Q3 		$1.3M Sell
11,453
-1,084
-9% -$123K 0.2% 131
2019
Q2 		$1.42M Buy
12,537
+1,225
+11% +$135K 0.23% 114
2019
Q1 		$1.25M Sell
11,312
-526
-4% -$56.7K 0.23% 112
2018
Q4 		$1.27M Sell
11,838
-1,112
-9% -$116K 0.27% 103
2018
Q3 		$1.4M Sell
12,950
-3,029
-19% -$325K 0.29% 106
2018
Q2 		$1.71M Buy
15,979
+869
+6% +$94.8K 0.39% 78
2018
Q1 		$1.71M Buy
15,110
+5,475
+57% +$622K 0.44% 76
2017
Q4 		$1.12M Buy
9,635
+565
+6% +$65.3K 0.37% 90
2017
Q3 		$1.06M Buy
9,070
+478
+6% +$55.2K 0.42% 83
2017
Q2 		$983K Buy
8,592
+1,241
+17% +$143K 0.38% 83
2017
Q1 		$836K Buy
7,351
+309
+4% +$34.8K 0.33% 92
2016
Q4 		$776K Sell
7,042
-1,787
-20% -$200K 0.31% 95
2016
Q3 		$1.03M Buy
8,829
+781
+10% +$91K 0.39% 75
2016
Q2 		$927K Buy
8,048
+685
+9% +$76.4K 0.38% 73
2016
Q1 		$813K Buy
7,363
+146
+2% +$15.6K 0.35% 75
2015
Q4 		$763K Buy
7,217
+916
+15% +$98.7K 0.32% 87
2015
Q3 		$670K Buy
+6,301
New +$683K 0.34% 77
2015
Q2 		– Sell
-5,222
Closed -$586K – 166
2015
Q1 		$586K Sell
5,222
-87
-2% -$9.66K 0.29% 100
2014
Q4 		$582K Sell
5,309
-105
-2% -$11.8K 0.31% 92
2014
Q3 		$611K Buy
5,414
+125
+2% +$14.3K 0.33% 85
2014
Q2 		$610K Sell
5,289
-183
-3% -$20.8K 0.37% 82
2014
Q1 		$610K Sell
5,472
-325
-6% -$35.4K 0.42% 80
2013
Q4 		$627K Buy
+5,797
New +$633K 0.46% 71

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Dynamic Advisor Solutions's EMB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.9% in Q2 2026, selling an estimated $45.4K and leaving 4,330 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #734.

Dynamic Advisor Solutions first reported a position in EMB in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.74M in Q4 2020. 135 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Dynamic Advisor Solutions held 4,330 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $418K as of Q2 2026.
  • Dynamic Advisor Solutions sold 474 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $45.4K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #734 holding.
  • Dynamic Advisor Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.74M in Q4 2020.
  • 135 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.