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 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 $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 $2.44B AUM

Independent Advisor Alliance's EMB Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 272% in Q1 2026, buying an estimated $3.62M and bringing the position to 51,603 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #320.

Independent Advisor Alliance first reported a position in EMB in Q1 2018 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Independent Advisor Alliance held 51,603 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.85M as of Q1 2026.
Independent Advisor Alliance bought 37,716 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.62M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #320 holding.
Independent Advisor Alliance first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 7 quarters since.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.