Kestra Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kestra Advisory 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	$2.78M	Sell	29,605 -4,456	-13%	-$428K	0.01%	1108
2025 Q4	$3.28M	Sell	34,061 -6,221	-15%	-$598K	0.01%	956
2025 Q3	$3.83M	Sell	40,282 -6,746	-14%	-$632K	0.02%	815
2025 Q2	$4.36M	Buy	47,028 +5,813	+14%	+$523K	0.02%	709
2025 Q1	$3.73M	Buy	41,215 +4,368	+12%	+$395K	0.02%	700
2024 Q4	$3.28M	Buy	36,847 +58	+0.2%	+$5.29K	0.02%	762
2024 Q3	$3.44M	Sell	36,789 -2,221	-6%	-$202K	0.02%	714
2024 Q2	$3.3M	Buy	39,010 +197	+0.5%	+$17.5K	0.02%	742
2024 Q1	$3.48M	Buy	38,813 +14,183	+58%	+$1.25M	0.02%	651
2023 Q4	$2.19M	Sell	24,630 -111	-0.4%	-$9.35K	0.02%	750
2023 Q3	$2.04M	Buy	24,741 +3,796	+18%	+$324K	0.02%	674
2023 Q2	$1.81M	Buy	20,945 +573	+3%	+$48.9K	0.02%	708
2023 Q1	$1.76M	Sell	20,372 -15,600	-43%	-$1.34M	0.02%	700
2022 Q4	$3.04M	Sell	35,972 -782	-2%	-$64.6K	0.03%	586
2022 Q3	$2.92M	Sell	36,754 -40,429	-52%	-$3.46M	0.03%	533
2022 Q2	$6.58M	Buy	77,183 +45,268	+142%	+$4.09M	0.07%	295
2022 Q1	$3.12M	Sell	31,915 -4,114	-11%	-$417K	0.03%	526
2021 Q4	$3.93M	Sell	36,029 -3,320	-8%	-$362K	0.04%	442
2021 Q3	$4.33M	Buy	39,349 +611	+2%	+$68.6K	0.04%	439
2021 Q2	$4.36M	Buy	38,738 +6,043	+18%	+$672K	0.05%	393
2021 Q1	$3.56M	Buy	32,695 +9,861	+43%	+$1.1M	0.05%	413
2020 Q4	$2.65M	Buy	22,834 +6,833	+43%	+$774K	0.03%	504
2020 Q3	$1.78M	Buy	+16,001	New	+$1.8M	0.03%	459

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

Kestra Advisory Services's EMB Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 13% in Q1 2026, selling an estimated $428K and leaving 29,605 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #1108.

Kestra Advisory Services first reported a position in EMB in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.58M in Q2 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Kestra Advisory Services held 29,605 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.78M as of Q1 2026.
Kestra Advisory Services sold 4,456 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $428K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1108 holding.
Kestra Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.58M in Q2 2022.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.