Goldstone Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Goldstone Financial Group’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	$1.82M	Buy	18,873 +52	+0.3%	+$4.98K	0.17%	91
2026 Q1	$1.77M	Sell	18,821 -830	-4%	-$79.7K	0.19%	85
2025 Q4	$1.89M	Buy	19,651 +3,119	+19%	+$300K	0.21%	74
2025 Q3	$1.57M	Buy	16,532 +2,858	+21%	+$268K	0.19%	77
2025 Q2	$1.26M	Buy	13,674 +1,190	+10%	+$107K	0.17%	83
2025 Q1	$1.13M	Sell	12,484 -1,632	-12%	-$148K	0.17%	80
2024 Q4	$1.26M	Buy	14,116 +1,096	+8%	+$100K	0.2%	75
2024 Q3	$1.22M	Buy	13,020 +2,073	+19%	+$189K	0.21%	75
2024 Q2	$969K	Buy	10,947 +2,684	+32%	+$238K	0.19%	82
2024 Q1	$741K	Sell	8,263 -2,764	-25%	-$243K	0.17%	87
2023 Q4	$982K	Sell	11,027 -1,198	-10%	-$101K	0.25%	72
2023 Q3	$1.01M	Buy	12,225 +2,588	+27%	+$221K	0.3%	65
2023 Q2	$834K	Sell	9,637 -6,618	-41%	-$565K	0.25%	74
2023 Q1	$1.4M	Buy	+16,255	New	+$1.4M	0.46%	42

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Goldstone Financial Group's EMB Position: Q2 2026 in Review

Goldstone Financial Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.28% in Q2 2026, buying an estimated $4.98K and bringing the position to 18,873 shares worth $1.82M. The position accounts for 0.17% of the portfolio, ranked #91.

Goldstone Financial Group first reported a position in EMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Goldstone Financial Group held 18,873 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.82M as of Q2 2026.
Goldstone Financial Group bought 52 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $4.98K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.17% of Goldstone Financial Group's portfolio in Q2 2026, its #91 holding.
Goldstone Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.89M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.