Great Diamond Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Great Diamond 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 Q2	$3.53M	Buy	36,556 +1,868	+5%	+$179K	0.61%	42
2026 Q1	$3.26M	Buy	34,688 +3,462	+11%	+$333K	0.63%	44
2025 Q4	$3.01M	Buy	31,226 +568	+2%	+$54.6K	0.58%	42
2025 Q3	$2.92M	Buy	30,658 +1,518	+5%	+$142K	0.57%	42
2025 Q2	$2.7M	Buy	29,140 +19,958	+217%	+$1.8M	0.57%	45
2025 Q1	$832K	Buy	+9,182	New	+$831K	0.23%	93
2024 Q4	–	Sell	-28,029	Closed	-$2.62M	–	193
2024 Q3	$2.62M	Sell	28,029 -100	-0.4%	-$9.11K	0.67%	42
2024 Q2	$2.49M	Sell	28,129 -972	-3%	-$86.2K	0.58%	46
2024 Q1	$2.61M	Sell	29,101 -24	-0.1%	-$2.11K	0.6%	48
2023 Q4	$2.59M	Buy	29,125 +424	+1%	+$35.7K	0.64%	46
2023 Q3	$2.37M	Sell	28,701 -130	-0.5%	-$11.1K	0.64%	42
2023 Q2	$2.5M	Sell	28,831 -21,344	-43%	-$1.82M	0.66%	42
2023 Q1	$4.33M	Buy	+50,175	New	+$4.32M	1.25%	17
2021 Q4	–	Sell	-43,094	Closed	-$4.74M	–	216
2021 Q3	$4.74M	Buy	43,094 +2,850	+7%	+$320K	1.3%	15
2021 Q2	$4.53M	Buy	40,244 +5,237	+15%	+$583K	1.28%	15
2021 Q1	$3.81M	Buy	+35,007	New	+$3.91M	1.17%	20

Other funds holding EMB

NFA

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Great Diamond Partners's EMB Position: Q2 2026 in Review

Great Diamond Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.4% in Q2 2026, buying an estimated $179K and bringing the position to 36,556 shares worth $3.53M. The position accounts for 0.61% of the portfolio, ranked #42.

Great Diamond Partners first reported a position in EMB in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.74M in Q3 2021. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Great Diamond Partners held 36,556 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.53M as of Q2 2026.
Great Diamond Partners bought 1,868 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $179K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.61% of Great Diamond Partners's portfolio in Q2 2026, its #42 holding.
Great Diamond Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 16 quarters since.
Great Diamond Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.74M in Q3 2021.
364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.