Golden State Equity Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Golden State Equity Partners’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	$2.67M	Buy	28,442 +18,573	+188%	+$1.78M	0.2%	114
2025 Q4	$950K	Buy	9,869 +939	+11%	+$90.2K	0.15%	156
2025 Q3	$850K	Sell	8,930 -9,665	-52%	-$905K	0.14%	171
2025 Q2	$1.72M	Buy	18,595 +4,934	+36%	+$444K	0.32%	67
2025 Q1	$1.24M	Sell	13,661 -2,541	-16%	-$230K	0.25%	104
2024 Q4	$1.44M	Buy	16,202 +15,694	+3,089%	+$1.43M	0.28%	85
2024 Q3	$47.5K	Buy	+508	New	+$46.3K	0.03%	388
2023 Q4	$722K	Buy	+8,104	New	+$683K	0.18%	132
2023 Q3	–	Sell	-8,088	Closed	-$700K	–	342
2023 Q2	$700K	Buy	+8,088	New	+$690K	0.2%	128
2021 Q3	–	Sell	-6,243	Closed	-$702K	–	245
2021 Q2	$702K	Buy	+6,243	New	+$695K	0.27%	95
2021 Q1	–	Sell	-3,652	Closed	-$423K	–	184
2020 Q4	$423K	Buy	+3,652	New	+$414K	0.29%	98

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

Golden State Equity Partners's EMB Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 188% in Q1 2026, buying an estimated $1.78M and bringing the position to 28,442 shares worth $2.67M. The position accounts for 0.2% of the portfolio, ranked #114.

Golden State Equity Partners first reported a position in EMB in Q4 2020 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Golden State Equity Partners held 28,442 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.67M as of Q1 2026.
Golden State Equity Partners bought 18,573 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.78M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.2% of Golden State Equity Partners's portfolio in Q1 2026, its #114 holding.
Golden State Equity Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and has held it in 11 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.