Great Valley Advisor Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Great Valley Advisor 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 Q1	$301K	Buy	3,202 +22	+0.7%	+$2.11K	0.01%	822
2025 Q4	$306K	Sell	3,180 -170	-5%	-$16.3K	0.01%	778
2025 Q3	$319K	Buy	3,350 +349	+12%	+$32.7K	0.01%	755
2025 Q2	$278K	Sell	3,001 -185,894	-98%	-$16.7M	0.01%	764
2025 Q1	$17.1M	Buy	188,895 +609	+0.3%	+$55.1K	0.37%	68
2024 Q4	$16.8M	Buy	188,286 +10,494	+6%	+$958K	0.38%	64
2024 Q3	$16.6M	Buy	177,792 +2,238	+1%	+$204K	0.41%	65
2024 Q2	$15.5M	Buy	175,554 +1,463	+0.8%	+$130K	0.43%	60
2024 Q1	$15.6M	Buy	174,091 +586	+0.3%	+$51.6K	0.47%	56
2023 Q4	$15.5M	Buy	173,505 +19,022	+12%	+$1.6M	0.54%	47
2023 Q3	$12.7M	Buy	154,483 +4,320	+3%	+$368K	0.53%	51
2023 Q2	$13M	Buy	150,163 +5,678	+4%	+$485K	0.54%	49
2023 Q1	$12.5M	Buy	144,485 +4,188	+3%	+$361K	0.58%	46
2022 Q4	$11.9M	Buy	140,297 +3,503	+3%	+$290K	0.61%	39
2022 Q3	$10.9M	Buy	136,794 +3,170	+2%	+$271K	0.61%	42
2022 Q2	$11.4M	Buy	133,624 +1,950	+1%	+$176K	0.63%	40
2022 Q1	$12.9M	Buy	131,674 +1,632	+1%	+$165K	0.75%	28
2021 Q4	$14.2M	Buy	130,042 +4,620	+4%	+$504K	0.88%	23
2021 Q3	$13.8M	Buy	125,422 +3,304	+3%	+$371K	0.95%	21
2021 Q2	$13.7M	Sell	122,118 -9,832	-7%	-$1.09M	1.02%	18
2021 Q1	$14.4M	Buy	131,950 +5,417	+4%	+$606K	1.38%	11
2020 Q4	$14.7M	Buy	126,533 +4,088	+3%	+$463K	1.52%	11
2020 Q3	$13.6M	Buy	122,445 +83,983	+218%	+$9.43M	1.67%	11
2020 Q2	$4.2M	Buy	38,462 +35,636	+1,261%	+$3.69M	0.69%	33
2020 Q1	$273K	Sell	2,826 -7,936	-74%	-$875K	0.07%	252
2019 Q4	$1.23M	Buy	10,762 +276	+3%	+$31.2K	0.27%	111
2019 Q3	$1.19M	Sell	10,486 -2,223	-17%	-$253K	0.29%	102
2019 Q2	$1.44M	Sell	12,709 -924	-7%	-$102K	0.36%	86
2019 Q1	$1.5M	Buy	13,633 +33	+0.2%	+$3.56K	0.48%	56
2018 Q4	$1.41M	Buy	+13,600	New	+$1.42M	0.53%	46

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 $2.44B AUM

Great Valley Advisor Group's EMB Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.69% in Q1 2026, buying an estimated $2.11K and bringing the position to 3,202 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #822.

Great Valley Advisor Group first reported a position in EMB in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.1M in Q1 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Great Valley Advisor Group held 3,202 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $301K as of Q1 2026.
Great Valley Advisor Group bought 22 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $2.11K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #822 holding.
Great Valley Advisor Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 30 quarters since.
Great Valley Advisor Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17.1M in Q1 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.