Frederick Financial Consultants’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Frederick Financial 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	$776K	Sell	8,266 -102	-1%	-$9.8K	0.39%	44
2025 Q4	$806K	Buy	8,368 +36	+0.4%	+$3.46K	0.44%	44
2025 Q3	$793K	Buy	8,332 +259	+3%	+$24.3K	0.44%	44
2025 Q2	$748K	Buy	8,073 +89	+1%	+$8.01K	0.46%	43
2025 Q1	$723K	Buy	7,984 +366	+5%	+$33.1K	0.52%	40
2024 Q4	$678K	Buy	+7,618	New	+$695K	0.54%	36

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

Frederick Financial Consultants's EMB Position: Q1 2026 in Review

Frederick Financial Consultants reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.2% in Q1 2026, selling an estimated $9.8K and leaving 8,266 shares worth $776K. The position accounts for 0.39% of the portfolio, ranked #44.

Frederick Financial Consultants first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $806K in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Frederick Financial Consultants held 8,266 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $776K as of Q1 2026.
Frederick Financial Consultants sold 102 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $9.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.39% of Frederick Financial Consultants's portfolio in Q1 2026, its #44 holding.
Frederick Financial Consultants first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $806K in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.