Guardian Wealth Advisors (North Carolina)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025 Q3	–	Sell	-336	Closed	-$31.2K	–	392
2025 Q2	$31.2K	Sell	336 -6	-2%	-$540	﹤0.01%	429
2025 Q1	$31K	Buy	342 +53	+18%	+$4.8K	﹤0.01%	412
2024 Q4	$25.8K	Buy	289 +216	+296%	+$19.7K	﹤0.01%	402
2024 Q3	$6.83K	Hold	73	–	–	﹤0.01%	395
2024 Q2	$6.46K	Hold	73	–	–	﹤0.01%	381
2024 Q1	$6.55K	Buy	+73	New	+$6.43K	﹤0.01%	396
2023 Q3	–	Sell	-22	Closed	-$1.9K	–	427
2023 Q2	$1.9K	Hold	22	–	–	﹤0.01%	389
2023 Q1	$1.9K	Hold	22	–	–	﹤0.01%	381
2022 Q4	$1.86K	Buy	+22	New	+$1.82K	﹤0.01%	351
2022 Q3	–	Sell	-43	Closed	-$4K	–	348
2022 Q2	$4K	Buy	+43	New	+$3.89K	﹤0.01%	317

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EMB Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 336 shares — an estimated $31.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EMB in Q2 2022 and held it in 10 quarters. The position peaked at $31.2K in Q2 2025. 890 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 336 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $31.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $31.2K in Q2 2025.
890 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.