Independent Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Independent Financial Group’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	$1.71M	Sell	17,726 -18,402	-51%	-$1.76M	0.03%	498
2026 Q1	$3.39M	Buy	36,128 +19,154	+113%	+$1.84M	0.08%	265
2025 Q4	$1.63M	Buy	16,974 +680	+4%	+$65.3K	0.04%	451
2025 Q3	$1.55M	Buy	16,294 +836	+5%	+$78.3K	0.04%	465
2025 Q2	$1.43M	Buy	15,458 +2,370	+18%	+$213K	0.04%	433
2025 Q1	$1.19M	Buy	13,088 +4,604	+54%	+$417K	0.04%	435
2024 Q4	$755K	Buy	8,484 +1,537	+22%	+$140K	0.03%	560
2024 Q3	$650K	Buy	6,947 +1,170	+20%	+$107K	0.02%	568
2024 Q2	$511K	Buy	5,777 +1,249	+28%	+$111K	0.02%	599
2024 Q1	$406K	Buy	+4,528	New	+$399K	0.02%	656
2022 Q2	–	Sell	-2,226	Closed	-$218K	–	738
2022 Q1	$218K	Buy	2,226 +114	+5%	+$11.6K	0.02%	707
2021 Q4	$230K	Buy	+2,112	New	+$230K	0.02%	682

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 Financial Group's EMB Position: Q2 2026 in Review

Independent Financial Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 51% in Q2 2026, selling an estimated $1.76M and leaving 17,726 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #498.

Independent Financial Group first reported a position in EMB in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.39M in Q1 2026. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Independent Financial Group held 17,726 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.71M as of Q2 2026.
Independent Financial Group sold 18,402 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.76M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #498 holding.
Independent Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 12 quarters since.
Independent Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.39M in Q1 2026.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.