Integris Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Integris Wealth Management’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	$301K	Hold	3,118	–	–	0.06%	100
2026 Q1	$293K	Sell	3,118 -615	-16%	-$59.1K	0.07%	89
2025 Q4	$359K	Hold	3,733	–	–	0.08%	82
2025 Q3	$355K	Sell	3,733 -441	-11%	-$41.3K	0.09%	84
2025 Q2	$387K	Sell	4,174 -214	-5%	-$19.3K	0.1%	74
2025 Q1	$398K	Sell	4,388 -37	-0.8%	-$3.35K	0.11%	66
2024 Q4	$394K	Sell	4,425 -272	-6%	-$24.8K	0.11%	66
2024 Q3	$440K	Sell	4,697 -522	-10%	-$47.6K	0.12%	56
2024 Q2	$462K	Buy	5,219 +462	+10%	+$41K	0.13%	50
2024 Q1	$427K	Sell	4,757 -295	-6%	-$26K	0.12%	59
2023 Q4	$450K	Buy	5,052 +433	+9%	+$36.5K	0.13%	55
2023 Q3	$381K	Sell	4,619 -5,439	-54%	-$464K	0.12%	56
2023 Q2	$870K	Sell	10,058 -1,509	-13%	-$129K	0.31%	28
2023 Q1	$998K	Sell	11,567 -1,585	-12%	-$137K	0.37%	28
2022 Q4	$1.11M	Buy	+13,152	New	+$1.09M	0.43%	27

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

Integris Wealth Management's EMB Position: Q2 2026 in Review

Integris Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 3,118 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #100.

Integris Wealth Management first reported a position in EMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2022. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Integris Wealth Management held 3,118 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $301K as of Q2 2026.
Integris Wealth Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #100 holding.
Integris Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 15 quarters since.
Integris Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.11M in Q4 2022.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.