Dynasty Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Dynasty Wealth 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 Q2	$640K	Sell	6,632 -2,138	-24%	-$205K	﹤0.01%	234
2026 Q1	$824K	Sell	8,770 -322,657	-97%	-$31M	0.01%	192
2025 Q4	$31.9M	Buy	331,427 +163,669	+98%	+$15.7M	0.31%	48
2025 Q3	$16M	Buy	167,758 +15,929	+10%	+$1.49M	0.21%	47
2025 Q2	$14.1M	Sell	151,829 -3,621	-2%	-$326K	0.24%	44
2025 Q1	$14.1M	Buy	155,450 +7,569	+5%	+$685K	0.23%	43
2024 Q4	$13.2M	Buy	+147,881	New	+$13.5M	0.23%	45
2024 Q3	–	Sell	-15,446	Closed	-$1.37M	–	235
2024 Q2	$1.37M	Buy	15,446 +8,418	+120%	+$746K	0.04%	105
2024 Q1	$630K	Buy	+7,028	New	+$619K	0.02%	168

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Dynasty Wealth Management's EMB Position: Q2 2026 in Review

Dynasty Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 24% in Q2 2026, selling an estimated $205K and leaving 6,632 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Dynasty Wealth Management first reported a position in EMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.9M in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Dynasty Wealth Management held 6,632 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $640K as of Q2 2026.
Dynasty Wealth Management sold 2,138 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $205K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #234 holding.
Dynasty Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $31.9M in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.