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 Q2	$3.69M	Sell	38,215 -7,696	-17%	-$737K	0.11%	351
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 $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

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

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

Edgestream Partners's EMB Position: Q2 2026 in Review

Edgestream Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 17% in Q2 2026, selling an estimated $737K and leaving 38,215 shares worth $3.69M. The position accounts for 0.11% of the portfolio, ranked #351.

Edgestream Partners first reported a position in EMB in Q2 2023 and has held it in 7 quarters since. The position peaked at $7.36M in Q1 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Edgestream Partners held 38,215 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.69M as of Q2 2026.
Edgestream Partners sold 7,696 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $737K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #351 holding.
Edgestream Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 7 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 Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.