Journey Strategic Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Journey Strategic Wealth’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 Q1	$454K	Sell	4,837 -5,671	-54%	-$545K	0.01%	374
2025 Q4	$1.01M	Buy	10,508 +320	+3%	+$30.7K	0.03%	176
2025 Q3	$970K	Buy	10,188 +468	+5%	+$43.8K	0.03%	173
2025 Q2	$900K	Sell	9,720 -1,479	-13%	-$133K	0.03%	185
2025 Q1	$1.01M	Buy	11,199 +318	+3%	+$28.8K	0.04%	135
2024 Q4	$969K	Sell	10,881 -339	-3%	-$30.9K	0.04%	128
2024 Q3	$1.05M	Sell	11,220 -27	-0.2%	-$2.46K	0.04%	123
2024 Q2	$995K	Buy	11,247 +2,390	+27%	+$212K	0.04%	91
2024 Q1	$794K	Sell	8,857 -513	-5%	-$45.2K	0.04%	94
2023 Q4	$834K	Buy	+9,370	New	+$789K	0.04%	73
2022 Q1	–	Sell	-2,349	Closed	-$256K	–	194
2021 Q4	$256K	Buy	+2,349	New	+$256K	0.03%	146

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Journey Strategic Wealth's EMB Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 54% in Q1 2026, selling an estimated $545K and leaving 4,837 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #374.

Journey Strategic Wealth first reported a position in EMB in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Journey Strategic Wealth held 4,837 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $454K as of Q1 2026.
Journey Strategic Wealth sold 5,671 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $545K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #374 holding.
Journey Strategic Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 11 quarters since.
Journey Strategic Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.05M in Q3 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.