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Gilpin Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Gilpin Wealth Management’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
Q3 		$94.4K Sell
1,039
-95
-8% -$8.98K 0.06% 195
2026
Q2 		$109K Hold
1,134
– – 0.08% 172
2026
Q1 		$107K Sell
1,134
-44
-4% -$4.23K 0.08% 163
2025
Q4 		$113K Buy
+1,178
New +$113K 0.09% 149

Other funds holding EMB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Gilpin Wealth Management's EMB Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.4% in Q3 2026, selling an estimated $8.98K and leaving 1,039 shares worth $94.4K. The position accounts for 0.06% of the portfolio, ranked #195.

Gilpin Wealth Management first reported a position in EMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $113K in Q4 2025. 45 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Gilpin Wealth Management held 1,039 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $94.4K as of Q3 2026.
  • Gilpin Wealth Management sold 95 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $8.98K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Gilpin Wealth Management's portfolio in Q3 2026, its #195 holding.
  • Gilpin Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $113K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.