IMA Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

IMA Advisory Services’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	$25K	Buy	+259	New	+$24.8K	﹤0.01%	601
2015 Q4	–	Sell	-3,250	Closed	-$346K	–	124
2015 Q3	$346K	Hold	3,250	–	–	0.22%	87
2015 Q2	$357K	Hold	3,250	–	–	0.17%	104
2015 Q1	$364K	Hold	3,250	–	–	0.18%	107
2014 Q4	$357K	Buy	+3,250	New	+$366K	0.18%	105

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

IMA Advisory Services's EMB Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 259 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in EMB as recently as Q3 2015.

IMA Advisory Services first reported a position in EMB in Q4 2014 and has held it in 5 quarters since. The position peaked at $364K in Q1 2015. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

IMA Advisory Services held 259 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $25K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new IMA Advisory Services position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #601 holding.
IMA Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 5 quarters since.
IMA Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $364K in Q1 2015.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.