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

Grand 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 Q1	–	Sell	-208	Closed	-$20K	–	90
2025 Q4	$20K	Buy	+208	New	+$20K	0.01%	64
2023 Q3	–	Sell	-9	Closed	-$779	–	71
2023 Q2	$779	Hold	9	–	–	﹤0.01%	73
2023 Q1	$777	Hold	9	–	–	﹤0.01%	57
2022 Q4	$761	Hold	9	–	–	﹤0.01%	58
2022 Q3	$1K	Buy	+9	New	+$769	﹤0.01%	59

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Grand Wealth Management's EMB Position: Q1 2026 in Review

Grand Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 208 shares — an estimated $20K sold.

Grand Wealth Management first reported a position in EMB in Q3 2022 and held it in 5 quarters. The position peaked at $20K in Q4 2025. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Grand Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Grand Wealth Management sold 208 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $20K.
Grand Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and held it in 5 quarters.
Grand Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $20K in Q4 2025.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.