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

Kestra Private Wealth 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 		$2.18M Sell
23,245
-182
-0.8% -$17.5K 0.03% 522
2025
Q4 		$2.26M Buy
23,427
+2,547
+12% +$245K 0.03% 509
2025
Q3 		$1.99M Buy
20,880
+647
+3% +$60.6K 0.03% 523
2025
Q2 		$1.87M Buy
20,233
+302
+2% +$27.2K 0.03% 517
2025
Q1 		$1.81M Buy
19,931
+1,184
+6% +$107K 0.03% 482
2024
Q4 		$1.67M Buy
18,747
+476
+3% +$43.4K 0.03% 479
2024
Q3 		$1.71M Buy
18,271
+12,483
+216% +$1.14M 0.03% 465
2024
Q2 		$512K Buy
5,788
+980
+20% +$86.9K 0.01% 823
2024
Q1 		$431K Sell
4,808
-145
-3% -$12.8K 0.01% 866
2023
Q4 		$441K Sell
4,953
-1,018
-17% -$85.7K 0.01% 782
2023
Q3 		$493K Sell
5,971
-2,102
-26% -$179K 0.02% 667
2023
Q2 		$699K Buy
8,073
+266
+3% +$22.7K 0.02% 526
2023
Q1 		$674K Buy
+7,807
New +$673K 0.03% 514
2022
Q4 		– Sell
-4,907
Closed -$390K – 924
2022
Q3 		$390K Sell
4,907
-4,158
-46% -$355K 0.02% 569
2022
Q2 		$773K Sell
9,065
-908
-9% -$82.1K 0.04% 391
2022
Q1 		$975K Sell
9,973
-2,292
-19% -$232K 0.05% 384
2021
Q4 		$1.34M Buy
12,265
+5,639
+85% +$615K 0.06% 314
2021
Q3 		$729K Buy
6,626
+1,698
+34% +$191K 0.04% 442
2021
Q2 		$554K Buy
4,928
+90
+2% +$10K 0.03% 484
2021
Q1 		$527K Sell
4,838
-221
-4% -$24.7K 0.04% 436
2020
Q4 		$586K Sell
5,059
-8
-0.2% -$906 0.04% 402
2020
Q3 		$562K Buy
+5,067
New +$569K 0.05% 356

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

Kestra Private Wealth Services's EMB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.78% in Q1 2026, selling an estimated $17.5K and leaving 23,245 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #522.

Kestra Private Wealth Services first reported a position in EMB in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.26M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Kestra Private Wealth Services held 23,245 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.18M as of Q1 2026.
  • Kestra Private Wealth Services sold 182 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $17.5K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #522 holding.
  • Kestra Private Wealth Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.26M in Q4 2025.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.