JFS Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

JFS Wealth Advisors’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	$124K	Buy	+1,283	New	+$123K	0.01%	398
2024 Q2	–	Sell	-595	Closed	-$53.4K	–	2006
2024 Q1	$53.4K	Buy	595 +469	+372%	+$41.3K	﹤0.01%	415
2023 Q4	$11.2K	Hold	126	–	–	﹤0.01%	740
2023 Q3	$10.4K	Hold	126	–	–	﹤0.01%	710
2023 Q2	$10.9K	Buy	+126	New	+$10.8K	﹤0.01%	704
2022 Q1	–	Sell	-324	Closed	-$35K	–	1861
2021 Q4	$35K	Buy	+324	New	+$35.3K	﹤0.01%	478
2020 Q3	–	Sell	-7	Closed	-$1K	–	568
2020 Q2	$1K	Buy	+7	New	+$724	﹤0.01%	509
2019 Q4	–	Sell	-375	Closed	-$43K	–	527
2019 Q3	$43K	Buy	+375	New	+$42.7K	0.01%	250
2016 Q2	–	Sell	-49	Closed	-$5K	–	534
2016 Q1	$5K	Hold	49	–	–	﹤0.01%	451
2015 Q4	$5K	Buy	+49	New	+$5.28K	﹤0.01%	449
2015 Q3	–	Sell	-200	Closed	-$22K	–	505
2015 Q2	$22K	Hold	200	–	–	0.01%	260
2015 Q1	$22K	Buy	+200	New	+$22.2K	0.01%	262

Other funds holding EMB

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM