Fortis Group Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Fortis Group Advisors’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	-8,400	Closed	-$811K	–	596
2025 Q4	$811K	Buy	+8,400	New	+$807K	0.14%	165
2024 Q4	–	Sell	-2,879	Closed	-$269K	–	509
2024 Q3	$269K	Buy	+2,879	New	+$262K	0.05%	163

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Fortis Group Advisors's EMB Position: Q1 2026 in Review

Fortis Group Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 8,400 shares — an estimated $811K sold.

Fortis Group Advisors first reported a position in EMB in Q3 2024 and held it in 2 quarters. The position peaked at $811K in Q4 2025. 845 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Fortis Group Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Fortis Group Advisors sold 8,400 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $811K.
Fortis Group Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and held it in 2 quarters.
Fortis Group Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $811K in Q4 2025.
845 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.