Insight Wealth Partners
EMB icon

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
Q3 		$3.26M Sell
35,862
-368
-1% -$34.8K 0.43% 25
2026
Q2 		$3.49M Sell
36,230
-10,791
-23% -$1.03M 0.47% 23
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Insight Wealth Partners's EMB Position: Q3 2026 in Review

Insight Wealth Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1% in Q3 2026, selling an estimated $34.8K and leaving 35,862 shares worth $3.26M. The position accounts for 0.43% of the portfolio, ranked #25.

Insight Wealth Partners first reported a position in EMB in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.28M in Q1 2022. 231 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Insight Wealth Partners held 35,862 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.26M as of Q3 2026.
  • Insight Wealth Partners sold 368 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $34.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.43% of Insight Wealth Partners's portfolio in Q3 2026, its #25 holding.
  • Insight Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Insight Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.28M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.