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Integrated Wealth Management (Ohio)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-3,331
Closed -$321K – 99
2025
Q4 		$321K Buy
+3,331
New +$320K 0.36% 70

Other funds holding EMB

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UBS Group
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Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Integrated Wealth Management (Ohio)'s EMB Position: Q1 2026 in Review

Integrated Wealth Management (Ohio) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,331 shares — an estimated $321K sold.

Integrated Wealth Management (Ohio) first reported a position in EMB in Q4 2025 and held it in 1 quarter. The position peaked at $321K in Q4 2025. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Integrated Wealth Management (Ohio) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 3,331 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $321K.
  • Integrated Wealth Management (Ohio) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $321K in Q4 2025.
  • 844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 23 Apr 2026.