HHM Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

HHM Wealth Advisors’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	-13	Closed	-$1.25K	–	892
2025 Q4	$1.25K	Buy	+13	New	+$1.25K	﹤0.01%	787
2023 Q4	–	Sell	-42	Closed	-$3.47K	–	761
2023 Q3	$3.47K	Hold	42	–	–	﹤0.01%	678
2023 Q2	$3.63K	Sell	42 -386	-90%	-$32.9K	﹤0.01%	694
2023 Q1	$36.9K	Buy	+428	New	+$36.9K	0.01%	314
2022 Q3	–	Sell	-2,631	Closed	-$224K	–	684
2022 Q2	$224K	Hold	2,631	–	–	0.06%	122
2022 Q1	$257K	Hold	2,631	–	–	0.06%	125
2021 Q4	$287K	Sell	2,631 -17	-0.6%	-$1.85K	0.07%	109
2021 Q3	$291K	Hold	2,648	–	–	0.08%	98
2021 Q2	$298K	Hold	2,648	–	–	0.08%	99
2021 Q1	$288K	Buy	2,648 +62	+2%	+$6.93K	0.09%	90
2020 Q4	$300K	Buy	2,586 +220	+9%	+$24.9K	0.1%	75
2020 Q3	$262K	Sell	2,366 -119	-5%	-$13.4K	0.1%	71
2020 Q2	$271K	Buy	2,485 +372	+18%	+$38.5K	0.11%	69
2020 Q1	$204K	Buy	+2,113	New	+$233K	0.1%	76
2019 Q4	–	Sell	-3,767	Closed	-$427K	–	89
2019 Q3	$427K	Buy	3,767 +172	+5%	+$19.6K	0.24%	43
2019 Q2	$407K	Hold	3,595	–	–	0.24%	42
2019 Q1	$396K	Sell	3,595 -90	-2%	-$9.71K	0.25%	36
2018 Q4	$383K	Buy	+3,685	New	+$385K	0.28%	34

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 $3.04B AUM

HHM Wealth Advisors's EMB Position: Q1 2026 in Review

HHM Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 13 shares — an estimated $1.25K sold.

HHM Wealth Advisors first reported a position in EMB in Q4 2018 and held it in 18 quarters. The position peaked at $427K in Q3 2019. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

HHM Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 13 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.25K.
HHM Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 18 quarters.
HHM Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $427K in Q3 2019.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.