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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
Q2 		$316K Buy
3,280
+78
+2% +$7.47K 0.01% 838
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Great Valley Advisor Group's EMB Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.4% in Q2 2026, buying an estimated $7.47K and bringing the position to 3,280 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #838.

Great Valley Advisor Group first reported a position in EMB in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.1M in Q1 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Great Valley Advisor Group held 3,280 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $316K as of Q2 2026.
  • Great Valley Advisor Group bought 78 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $7.47K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #838 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 31 quarters since.
  • Great Valley Advisor Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17.1M in Q1 2025.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.