First Heartland Consultants’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

First Heartland Consultants’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	–	Sell	-3,927	Closed	-$378K	–	541
2025 Q4	$378K	Sell	3,927 -15	-0.4%	-$1.44K	0.03%	350
2025 Q3	$375K	Sell	3,942 -101	-2%	-$9.46K	0.03%	352
2025 Q2	$374K	Buy	4,043 +584	+17%	+$52.6K	0.03%	334
2025 Q1	$313K	Buy	3,459 +610	+21%	+$55.2K	0.03%	339
2024 Q4	$254K	Buy	2,849 +216	+8%	+$19.7K	0.03%	385
2024 Q3	$246K	Buy	2,633 +325	+14%	+$29.6K	0.03%	380
2024 Q2	$204	Sell	2,308 -76	-3%	-$6.74K	0.01%	426
2024 Q1	$214K	Buy	+2,384	New	+$210K	0.02%	399
2023 Q3	–	Sell	-2,376	Closed	-$206K	–	382
2023 Q2	$206K	Buy	+2,376	New	+$203K	0.03%	357
2021 Q2	–	Sell	-1,842	Closed	-$201K	–	396
2021 Q1	$201K	Sell	1,842 -154	-8%	-$17.2K	0.03%	375
2020 Q4	$231K	Sell	1,996 -30	-1%	-$3.4K	0.04%	299
2020 Q3	$225K	Buy	2,026 +20	+1%	+$2.25K	0.04%	258
2020 Q2	$219K	Sell	2,006 -92	-4%	-$9.52K	0.04%	252
2020 Q1	$203K	Buy	2,098 +20	+1%	+$2.21K	0.05%	229
2019 Q4	$238K	Buy	2,078 +60	+3%	+$6.78K	0.05%	268
2019 Q3	$229K	Buy	2,018 +204	+11%	+$23.2K	0.05%	261
2019 Q2	$206K	Buy	+1,814	New	+$200K	0.05%	269
2017 Q1	–	Sell	-3,325	Closed	-$366K	–	334
2016 Q4	$366K	Sell	3,325 -706	-18%	-$79.2K	0.11%	223
2016 Q3	$472K	Buy	4,031 +600	+17%	+$69.9K	0.14%	174
2016 Q2	$395	Buy	+3,431	New	+$383K	0.04%	183
2013 Q3	–	Sell	-226	Closed	-$25K	–	244
2013 Q2	$25K	Buy	+226	New	+$26.4K	0.01%	307

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 $3.04B AUM

First Heartland Consultants's EMB Position: Q1 2026 in Review

First Heartland Consultants sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,927 shares — an estimated $378K sold.

First Heartland Consultants first reported a position in EMB in Q2 2013 and held it in 21 quarters. The position peaked at $472K in Q3 2016. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

First Heartland Consultants reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 3,927 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $378K.
First Heartland Consultants first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 21 quarters.
First Heartland Consultants's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $472K in Q3 2016.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.