Dynamic Wealth Strategies’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Dynamic Wealth Strategies’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	$19.1K	Sell	210 -63	-23%	-$5.96K	0.01%	206
2026 Q2	$26.3K	Hold	273	–	–	0.01%	196
2026 Q1	$25.6K	Hold	273	–	–	0.01%	188
2025 Q4	$26.3K	Sell	273 -2,390	-90%	-$230K	0.02%	167
2025 Q3	$253K	Sell	2,663 -13,789	-84%	-$1.29M	0.17%	61
2025 Q2	$1.52M	Sell	16,452 -8,103	-33%	-$730K	1.1%	23
2025 Q1	$2.22M	Buy	24,555 +239	+1%	+$21.6K	1.85%	15
2024 Q4	$2.17M	Buy	24,316 +453	+2%	+$41.4K	1.93%	16
2024 Q3	$2.23M	Buy	23,863 +85	+0.4%	+$7.75K	1.82%	16
2024 Q2	$2.1M	Sell	23,778 -660	-3%	-$58.5K	1.81%	16
2024 Q1	$2.19M	Buy	24,438 +12,991	+113%	+$1.14M	1.87%	15
2023 Q4	$1.02M	Buy	+11,447	New	+$964K	0.94%	19

Other funds holding EMB

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

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 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

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

Dynamic Wealth Strategies's EMB Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 23% in Q3 2026, selling an estimated $5.96K and leaving 210 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #206.

Dynamic Wealth Strategies first reported a position in EMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q3 2024. 319 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Dynamic Wealth Strategies held 210 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $19.1K as of Q3 2026.
Dynamic Wealth Strategies sold 63 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $5.96K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #206 holding.
Dynamic Wealth Strategies first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.23M in Q3 2024.
319 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.