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

Intellectus 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
Q2 		$520K Buy
5,395
+14
+0.3% +$1.34K 0.09% 200
2026
Q1 		$505K Buy
5,381
+9
+0.2% +$865 0.1% 197
2025
Q4 		$517K Sell
5,372
-3,903
-42% -$375K 0.1% 193
2025
Q3 		$883K Sell
9,275
-1,266
-12% -$119K 0.17% 145
2025
Q2 		$976K Sell
10,541
-237
-2% -$21.3K 0.21% 130
2025
Q1 		$976K Sell
10,778
-827
-7% -$74.9K 0.24% 122
2024
Q4 		$1.04M Sell
11,605
-378
-3% -$34.5K 0.23% 115
2024
Q3 		$1.12M Sell
11,983
-185
-2% -$16.9K 0.29% 103
2024
Q2 		$1.08M Sell
12,168
-480
-4% -$42.6K 0.29% 95
2024
Q1 		$1.13M Buy
+12,648
New +$1.11M 0.3% 100
2023
Q4 		– Sell
-13,534
Closed -$1.12M – 248
2023
Q3 		$1.12M Buy
13,534
+385
+3% +$32.8K 0.35% 84
2023
Q2 		$1.14M Buy
13,149
+974
+8% +$83.1K 0.34% 86
2023
Q1 		$1.05M Sell
12,175
-236
-2% -$20.3K 0.33% 87
2022
Q4 		$1.05M Sell
12,411
-1,031
-8% -$85.2K 0.37% 80
2022
Q3 		$1.07M Buy
13,442
+215
+2% +$18.4K 0.38% 73
2022
Q2 		$1.13M Sell
13,227
-659
-5% -$59.6K 0.39% 74
2022
Q1 		$1.36M Sell
13,886
-87
-0.6% -$8.81K 0.41% 67
2021
Q4 		$1.52M Sell
13,973
-2,662
-16% -$290K 0.39% 65
2021
Q3 		$1.83M Buy
16,635
+251
+2% +$28.2K 0.44% 56
2021
Q2 		$1.84M Buy
16,384
+322
+2% +$35.8K 0.42% 55
2021
Q1 		$1.75M Buy
16,062
+977
+6% +$109K 0.48% 55
2020
Q4 		$1.75M Buy
15,085
+6,163
+69% +$698K 0.52% 52
2020
Q3 		$989K Sell
8,922
-7,636
-46% -$858K 0.37% 81
2020
Q2 		$1.81M Sell
16,558
-4,940
-23% -$511K 0.7% 33
2020
Q1 		$2.08M Sell
21,498
-1,503
-7% -$166K 0.99% 25
2019
Q4 		$2.63M Buy
23,001
+2,729
+13% +$308K 1.07% 20
2019
Q3 		$2.3M Sell
20,272
-2,923
-13% -$333K 1.01% 18
2019
Q2 		$2.63M Buy
23,195
+2,995
+15% +$330K 1.14% 15
2019
Q1 		$2.22M Buy
+20,200
New +$2.18M 0.96% 19
2018
Q4 		– Sell
-20,399
Closed -$2.2M – 328
2018
Q3 		$2.2M Sell
20,399
-857
-4% -$92.1K 0.77% 26
2018
Q2 		$2.27M Buy
21,256
+7,000
+49% +$764K 0.83% 25
2018
Q1 		$1.61M Buy
14,256
+8,286
+139% +$941K 0.55% 41
2017
Q4 		$693K Buy
5,970
+3,960
+197% +$458K 0.26% 104
2017
Q3 		$234K Buy
2,010
+568
+39% +$65.6K 0.1% 209
2017
Q2 		$165K Buy
+1,442
New +$166K 0.07% 224

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Intellectus Partners's EMB Position: Q2 2026 in Review

Intellectus Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.26% in Q2 2026, buying an estimated $1.34K and bringing the position to 5,395 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #200.

Intellectus Partners first reported a position in EMB in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.63M in Q4 2019. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Intellectus Partners held 5,395 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $520K as of Q2 2026.
  • Intellectus Partners bought 14 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.34K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.09% of Intellectus Partners's portfolio in Q2 2026, its #200 holding.
  • Intellectus Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and has held it in 35 quarters since.
  • Intellectus Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.63M in Q4 2019.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.