Edgestream Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Edgestream Partners’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	$4.31M	Buy	+45,911	New	+$4.41M	0.14%	277
2025 Q4	–	Sell	-62,274	Closed	-$5.93M	–	992
2025 Q3	$5.93M	Buy	62,274 +10,350	+20%	+$969K	0.17%	199
2025 Q2	$4.81M	Sell	51,924 -29,276	-36%	-$2.64M	0.13%	304
2025 Q1	$7.36M	Buy	+81,200	New	+$7.35M	0.25%	111
2024 Q4	–	Sell	-7,800	Closed	-$730K	–	914
2024 Q3	$730K	Buy	+7,800	New	+$711K	0.03%	631
2023 Q3	–	Sell	-40,305	Closed	-$3.49M	–	850
2023 Q2	$3.49M	Buy	+40,305	New	+$3.44M	0.32%	53

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 $2.44B AUM

Edgestream Partners's EMB Position: Q1 2026 in Review

Edgestream Partners opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026: 45,911 shares worth $4.31M. The stake represents 0.14% of the portfolio and ranks #277 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in EMB as recently as Q3 2025.

Edgestream Partners first reported a position in EMB in Q2 2023 and has held it in 6 quarters since. The position peaked at $7.36M in Q1 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Edgestream Partners held 45,911 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.31M as of Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Edgestream Partners position in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Edgestream Partners's portfolio in Q1 2026, its #277 holding.
Edgestream Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 6 quarters since.
Edgestream Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.36M in Q1 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.