Independent Advisor Alliance’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Independent Advisor Alliance’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	$1.5M	Sell	15,516 -36,087	-70%	-$3.46M	0.04%	345
2026 Q1	$4.85M	Buy	51,603 +37,716	+272%	+$3.62M	0.05%	320
2025 Q4	$1.34M	Buy	13,887 +10,832	+355%	+$1.04M	0.03%	394
2025 Q3	$291K	Buy	+3,055	New	+$286K	0.01%	779
2025 Q1	–	Sell	-21,782	Closed	-$1.94M	–	940
2024 Q4	$1.94M	Buy	+21,782	New	+$1.99M	0.03%	519
2020 Q1	–	Sell	-20,252	Closed	-$2.32M	–	513
2019 Q4	$2.32M	Buy	+20,252	New	+$2.29M	0.1%	216
2019 Q1	–	Sell	-2,066	Closed	-$223K	–	448
2018 Q4	$223K	Buy	+2,066	New	+$216K	0.04%	345
2018 Q2	–	Sell	-2,579	Closed	-$245K	–	368
2018 Q1	$245K	Buy	+2,579	New	+$293K	0.05%	283

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

Independent Advisor Alliance's EMB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 70% in Q2 2026, selling an estimated $3.46M and leaving 15,516 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #345.

Independent Advisor Alliance first reported a position in EMB in Q1 2018 and has held it in 8 quarters since. The position peaked at $4.85M in Q1 2026. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Independent Advisor Alliance held 15,516 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.5M as of Q2 2026.
Independent Advisor Alliance sold 36,087 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $3.46M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #345 holding.
Independent Advisor Alliance first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.85M in Q1 2026.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.