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

IFP 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 Q2	$4.4M	Sell	45,653 -4,242	-9%	-$406K	0.08%	285
2026 Q1	$4.69M	Buy	49,895 +8,555	+21%	+$822K	0.1%	230
2025 Q4	$3.98M	Buy	41,340 +1,297	+3%	+$125K	0.09%	239
2025 Q3	$3.81M	Buy	40,043 +3,319	+9%	+$311K	0.1%	219
2025 Q2	$3.4M	Buy	36,724 +194	+0.5%	+$17.5K	0.1%	229
2025 Q1	$3.31M	Buy	36,530 +1,305	+4%	+$118K	0.1%	227
2024 Q4	$3.14M	Buy	35,225 +473	+1%	+$43.2K	0.1%	224
2024 Q3	$3.25M	Buy	34,752 +287	+0.8%	+$26.2K	0.12%	188
2024 Q2	$3.05M	Buy	34,465 +1,813	+6%	+$161K	0.12%	167
2024 Q1	$2.93M	Buy	32,652 +4,328	+15%	+$381K	0.13%	171
2023 Q4	$2.52M	Sell	28,324 -2,114	-7%	-$178K	0.12%	189
2023 Q3	$2.51M	Sell	30,438 -21,431	-41%	-$1.83M	0.11%	187
2023 Q2	$4.49M	Sell	51,869 -7,602	-13%	-$649K	0.19%	111
2023 Q1	$6.42M	Sell	59,471 -12,976	-18%	-$1.12M	0.28%	71
2022 Q4	$7.85M	Sell	72,447 -21,731	-23%	-$1.8M	0.21%	93
2022 Q3	$10.3M	Buy	94,178 +4,898	+5%	+$419K	0.27%	77
2022 Q2	$9.71M	Hold	89,280	–	–	0.31%	68
2022 Q1	$9.71M	Sell	89,280 -8,293	-8%	-$840K	0.31%	68
2021 Q4	$10.6M	Sell	97,573 -13,591	-12%	-$1.48M	0.21%	51
2021 Q3	$12.3M	Buy	111,164 +22,494	+25%	+$2.53M	0.25%	45
2021 Q2	$9.96M	Buy	88,670 +5,457	+7%	+$607K	0.21%	54
2021 Q1	$9.05M	Buy	83,213 +4,023	+5%	+$450K	0.18%	53
2020 Q4	$9.18M	Sell	79,190 -10,809	-12%	-$1.22M	0.37%	41
2020 Q3	$9.98M	Buy	89,999 +6,819	+8%	+$766K	0.6%	27
2020 Q2	$9.05M	Buy	83,180 +6,283	+8%	+$650K	0.72%	23
2020 Q1	$7.64M	Buy	76,897 +14,592	+23%	+$1.61M	0.77%	20
2019 Q4	$7.13M	Sell	62,305 -230	-0.4%	-$26K	0.54%	31
2019 Q3	$7.08M	Buy	+62,535	New	+$7.11M	0.47%	42
2019 Q1	$1.2M	Sell	10,842 -11,283	-51%	-$1.22M	0.16%	129
2018 Q4	$2.29M	Sell	22,125 -2,555	-10%	-$267K	0.14%	166
2018 Q3	$2.66M	Sell	24,680 -2,481	-9%	-$266K	0.11%	208
2018 Q2	$2.9M	Sell	27,161 -11,052	-29%	-$1.21M	0.12%	187
2018 Q1	$4.44M	Hold	38,213	–	–	0.2%	108
2017 Q4	$4.44M	Buy	38,213 +1,322	+4%	+$153K	0.2%	108
2017 Q3	$4.29M	Buy	+36,891	New	+$4.26M	0.17%	127
2017 Q2	–	Sell	-30,469	Closed	-$3.46M	–	4107
2017 Q1	$3.46M	Buy	30,469 +3,409	+13%	+$384K	0.15%	152
2016 Q4	$2.98M	Buy	27,060 +2,664	+11%	+$299K	0.14%	160
2016 Q3	$2.86M	Sell	24,396 -3,846	-14%	-$448K	0.15%	150
2016 Q2	$3.25M	Buy	28,242 +17,400	+160%	+$1.94M	0.18%	111
2016 Q1	$1.2M	Sell	10,842 -16,730	-61%	-$1.78M	0.16%	129
2015 Q4	$2.92M	Buy	+27,572	New	+$2.97M	0.2%	110

Other funds holding EMB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

IFP Advisors's EMB Position: Q2 2026 in Review

IFP Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.5% in Q2 2026, selling an estimated $406K and leaving 45,653 shares worth $4.4M. The position accounts for 0.08% of the portfolio, ranked #285.

IFP Advisors first reported a position in EMB in Q4 2015 and has held it in 41 quarters since. The position peaked at $12.3M in Q3 2021. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

IFP Advisors held 45,653 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.4M as of Q2 2026.
IFP Advisors sold 4,242 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $406K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #285 holding.
IFP Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and has held it in 41 quarters since.
IFP Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $12.3M in Q3 2021.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.