GIA
EMB icon

Gladstone Institutional Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Gladstone Institutional Advisory’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 		$417K Buy
4,320
+2
+0% +$192 0.01% 651
2026
Q1 		$406K Sell
4,318
-132
-3% -$12.7K 0.02% 586
2025
Q4 		$428K Sell
4,450
-147
-3% -$14.1K 0.02% 531
2025
Q3 		$438K Sell
4,597
-84
-2% -$7.87K 0.02% 551
2025
Q2 		$434K Buy
4,681
+1,485
+46% +$134K 0.02% 533
2025
Q1 		$290K Sell
3,196
-62
-2% -$5.61K 0.01% 598
2024
Q4 		$290K Buy
3,258
+110
+3% +$10K 0.01% 596
2024
Q3 		$295K Sell
3,148
-83
-3% -$7.57K 0.01% 575
2024
Q2 		$286K Buy
+3,231
New +$286K 0.01% 556
2022
Q4 		– Sell
-2,864
Closed -$227K – 655
2022
Q3 		$227K Sell
2,864
-2,264
-44% -$194K 0.02% 557
2022
Q2 		$438K Sell
5,128
-1,778
-26% -$161K 0.03% 435
2022
Q1 		$675K Buy
6,906
+2,948
+74% +$299K 0.05% 369
2021
Q4 		$432K Buy
3,958
+1,024
+35% +$112K 0.03% 410
2021
Q3 		$323K Buy
2,934
+430
+17% +$48.3K 0.03% 414
2021
Q2 		$282K Sell
2,504
-172
-6% -$19.1K 0.03% 415
2021
Q1 		$291K Buy
2,676
+539
+25% +$60.2K 0.05% 324
2020
Q4 		$248K Sell
2,137
-165
-7% -$18.7K 0.05% 259
2020
Q3 		$255K Sell
2,302
-349
-13% -$39.2K 0.06% 224
2020
Q2 		$290K Sell
2,651
-2,706
-51% -$280K 0.07% 177
2020
Q1 		$518K Sell
5,357
-238
-4% -$26.2K 0.13% 135
2019
Q4 		$641K Sell
5,595
-262
-4% -$29.6K 0.16% 114
2019
Q3 		$664K Sell
5,857
-117
-2% -$13.3K 0.17% 107
2019
Q2 		$677K Buy
5,974
+751
+14% +$82.8K 0.21% 105
2019
Q1 		$575K Sell
5,223
-1,473
-22% -$159K 0.21% 100
2018
Q4 		$696K Buy
+6,696
New +$700K 0.41% 57

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gladstone Institutional Advisory's EMB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.05% in Q2 2026, buying an estimated $192 and bringing the position to 4,320 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #651.

Gladstone Institutional Advisory first reported a position in EMB in Q4 2018 and has held it in 25 quarters since. The position peaked at $696K in Q4 2018. 265 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Gladstone Institutional Advisory held 4,320 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $417K as of Q2 2026.
  • Gladstone Institutional Advisory bought 2 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $192.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #651 holding.
  • Gladstone Institutional Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $696K in Q4 2018.
  • 265 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.