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Insight Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Insight Wealth Partners’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 		$4.42M Buy
47,021
+1,890
+4% +$182K 0.62% 17
2025
Q4 		$4.35M Buy
45,131
+3,460
+8% +$332K 0.6% 16
2025
Q3 		$3.97M Buy
41,671
+4,592
+12% +$430K 1.21% 16
2025
Q2 		$3.43M Buy
37,079
+299
+0.8% +$26.9K 1.33% 15
2025
Q1 		$3.33M Buy
36,780
+410
+1% +$37.1K 0.55% 16
2024
Q4 		$3.24M Buy
36,370
+2,565
+8% +$234K 0.44% 17
2024
Q3 		$3.16M Buy
33,805
+1,106
+3% +$101K 0.62% 17
2024
Q2 		$2.89M Sell
32,699
-1,333
-4% -$118K 0.5% 15
2024
Q1 		$3.05M Buy
34,032
+1,912
+6% +$168K 0.53% 12
2023
Q4 		$2.86M Sell
32,120
-1,256
-4% -$106K 0.5% 13
2023
Q3 		$2.75M Sell
33,376
-63
-0.2% -$5.37K 0.53% 11
2023
Q2 		$2.89M Sell
33,439
-8,578
-20% -$732K 0.67% 11
2023
Q1 		$3.63M Sell
42,017
-782
-2% -$67.4K 0.81% 10
2022
Q4 		$3.62M Buy
42,799
+2,805
+7% +$232K 2.71% 11
2022
Q3 		$3.18M Sell
39,994
-13,838
-26% -$1.18M 3% 11
2022
Q2 		$4.59M Sell
53,832
-169
-0.3% -$15.3K 3.45% 9
2022
Q1 		$5.28M Buy
54,001
+6,904
+15% +$700K 2.93% 9
2021
Q4 		$5.14M Buy
47,097
+8,507
+22% +$928K 0.96% 14
2021
Q3 		$4.25M Buy
38,590
+439
+1% +$49.3K 2.28% 14
2021
Q2 		$4.29M Buy
38,151
+342
+0.9% +$38.1K 2.28% 14
2021
Q1 		$4.12M Buy
37,809
+14,809
+64% +$1.66M 2.03% 14
2020
Q4 		$2.67M Sell
23,000
-8,413
-27% -$953K 1.63% 13
2020
Q3 		$3.48M Buy
31,413
+2,771
+10% +$311K 3.33% 12
2020
Q2 		$3.13M Buy
28,642
+1,711
+6% +$177K 3.21% 9
2020
Q1 		$2.6M Sell
26,931
-4,629
-15% -$510K 3.4% 10
2019
Q4 		$3.62M Buy
+31,560
New +$3.57M 3.59% 8

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Insight Wealth Partners's EMB Position: Q1 2026 in Review

Insight Wealth Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.2% in Q1 2026, buying an estimated $182K and bringing the position to 47,021 shares worth $4.42M. The position accounts for 0.62% of the portfolio, ranked #17.

Insight Wealth Partners first reported a position in EMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.28M in Q1 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Insight Wealth Partners held 47,021 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.42M as of Q1 2026.
  • Insight Wealth Partners bought 1,890 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $182K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.62% of Insight Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Insight Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Insight Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.28M in Q1 2022.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.