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Kelly Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kelly Financial Services’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 		– Sell
-45,112
Closed -$4.34M – 134
2025
Q4 		$4.34M Buy
45,112
+1,849
+4% +$178K 1.09% 24
2025
Q3 		$4.12M Buy
43,263
+1,962
+5% +$184K 1.07% 25
2025
Q2 		$3.83M Buy
41,301
+1,205
+3% +$108K 1.13% 23
2025
Q1 		$3.63M Buy
40,096
+1,662
+4% +$150K 1.26% 21
2024
Q4 		$3.42M Buy
38,434
+2,087
+6% +$191K 1.23% 20
2024
Q3 		$3.4M Sell
36,347
-202
-0.6% -$18.4K 1.25% 19
2024
Q2 		$3.23M Sell
36,549
-1,679
-4% -$149K 1.16% 20
2024
Q1 		$3.43M Buy
38,228
+3,833
+11% +$338K 1.31% 20
2023
Q4 		$3.06M Sell
34,395
-501
-1% -$42.2K 1.24% 19
2023
Q3 		$2.88M Sell
34,896
-1,154
-3% -$98.4K 1.32% 18
2023
Q2 		$3.12M Sell
36,050
-1,470
-4% -$125K 1.48% 15
2023
Q1 		$3.24M Buy
37,520
+37,058
+8,021% +$3.19M 1.63% 12
2022
Q4 		$39.1K Buy
462
+67
+17% +$5.54K 0.02% 198
2022
Q3 		$31.3K Buy
395
+5
+1% +$427 0.02% 208
2022
Q2 		$33.3K Sell
390
-16
-4% -$1.45K 0.02% 203
2022
Q1 		$39.7K Buy
406
+18
+5% +$1.82K 0.02% 201
2021
Q4 		$42.3K Buy
388
+9
+2% +$982 0.02% 200
2021
Q3 		$41.7K Sell
379
-16,351
-98% -$1.84M 0.02% 178
2021
Q2 		$149K Buy
16,730
+16,528
+8,182% +$1.84M 0.01% 326
2021
Q1 		$22K Buy
+202
New +$22.6K 0.01% 215

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Kelly Financial Services's EMB Position: Q1 2026 in Review

Kelly Financial Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 45,112 shares — an estimated $4.34M sold.

Kelly Financial Services first reported a position in EMB in Q1 2021 and held it in 20 quarters. The position peaked at $4.34M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Kelly Financial Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 45,112 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $4.34M.
  • Kelly Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 20 quarters.
  • Kelly Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.34M in Q4 2025.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.