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

INVST’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 		$20.5M Buy
212,408
+20,819
+11% +$1.99M 2% 10
2026
Q1 		$18M Sell
191,589
-8,169
-4% -$785K 2.03% 10
2025
Q4 		$19.2M Buy
199,758
+10,067
+5% +$967K 2.09% 7
2025
Q3 		$18.1M Buy
189,691
+170,985
+914% +$16M 2.05% 8
2025
Q2 		$1.73M Sell
18,706
-202,719
-92% -$18.3M 0.22% 87
2025
Q1 		$20.1M Buy
221,425
+12,592
+6% +$1.14M 2.74% 5
2024
Q4 		$18.6M Sell
208,833
-31,976
-13% -$2.92M 2.26% 10
2024
Q3 		$22.5M Sell
240,809
-15,497
-6% -$1.41M 2.73% 9
2024
Q2 		$22.5M Sell
256,306
-19,072
-7% -$1.69M 2.48% 9
2024
Q1 		$24.5M Buy
275,378
+9,245
+3% +$814K 2.9% 6
2023
Q4 		$23.3M Buy
266,133
+257,713
+3,061% +$21.7M 2.98% 6
2023
Q3 		$695K Sell
8,420
-626
-7% -$53.4K 0.1% 119
2023
Q2 		$783K Sell
9,046
-329,043
-97% -$28.1M 0.11% 106
2023
Q1 		$28.9M Sell
338,089
-25,843
-7% -$2.23M 4.47% 5
2022
Q4 		$32M Buy
+363,932
New +$30.1M 4.98% 4
2021
Q4 		– Sell
-252,657
Closed -$27.8M – 190
2021
Q3 		$27.8M Buy
252,657
+7,552
+3% +$848K 4.39% 5
2021
Q2 		$27.6M Buy
+245,105
New +$27.3M 4.52% 5
2021
Q1 		– Sell
-225,488
Closed -$26.1M – 203
2020
Q4 		$26.1M Buy
+225,488
New +$25.5M 4.75% 3
2019
Q4 		– Sell
-2,012
Closed -$226K – 94
2019
Q3 		$226K Buy
+2,012
New +$229K 0.1% 71
2019
Q2 		– Sell
-20,197
Closed -$2.22M – 72
2019
Q1 		$2.22M Buy
+20,197
New +$2.18M 1.11% 24

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

INVST's EMB Position: Q2 2026 in Review

INVST increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, buying an estimated $1.99M and bringing the position to 212,408 shares worth $20.5M. The position accounts for 2% of the portfolio, ranked #10.

INVST first reported a position in EMB in Q1 2019 and has held it in 20 quarters since. The position peaked at $32M in Q4 2022. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • INVST held 212,408 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $20.5M as of Q2 2026.
  • INVST bought 20,819 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.99M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 2% of INVST's portfolio in Q2 2026, its #10 holding.
  • INVST first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 20 quarters since.
  • INVST's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $32M in Q4 2022.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.