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 Q3	–	Sell	-1,283	Closed	-$124K	–	2228
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

JFS Wealth Advisors's EMB Position: Q3 2026 in Review

JFS Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2026, closing a stake of 1,283 shares — an estimated $124K sold.

JFS Wealth Advisors first reported a position in EMB in Q1 2015 and held it in 12 quarters. The position peaked at $124K in Q2 2026. 535 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

JFS Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2026 after selling out during the quarter.
JFS Wealth Advisors sold 1,283 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $124K.
JFS Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and held it in 12 quarters.
JFS Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $124K in Q2 2026.
535 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.