Keystone Financial Services (Colorado)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Keystone Financial Services (Colorado)’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	-14,920	Closed	-$1.44M	–	128
2025 Q4	$1.44M	Buy	14,920 +651	+5%	+$62.6K	0.43%	31
2025 Q3	$1.36M	Buy	14,269 +489	+4%	+$45.8K	0.42%	31
2025 Q2	$1.28M	Buy	13,780 +659	+5%	+$59.3K	0.43%	30
2025 Q1	$1.19M	Buy	13,121 +4,165	+47%	+$377K	0.45%	30
2024 Q4	$797K	Buy	8,956 +44	+0.5%	+$4.02K	0.31%	38
2024 Q3	$834K	Sell	8,912 -193	-2%	-$17.6K	0.32%	34
2024 Q2	$806K	Sell	9,105 -541	-6%	-$48K	0.33%	33
2024 Q1	$865K	Buy	9,646 +2,250	+30%	+$198K	0.38%	32
2023 Q4	$659K	Sell	7,396 -183	-2%	-$15.4K	0.31%	36
2023 Q3	$625K	Sell	7,579 -298	-4%	-$25.4K	0.33%	34
2023 Q2	$682K	Buy	7,877 +169	+2%	+$14.4K	0.35%	31
2023 Q1	$665K	Sell	7,708 -21,224	-73%	-$1.83M	0.36%	27
2022 Q4	$2.54M	Buy	+28,932	New	+$2.39M	1.37%	12

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

Keystone Financial Services (Colorado)'s EMB Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 14,920 shares — an estimated $1.44M sold.

Keystone Financial Services (Colorado) first reported a position in EMB in Q4 2022 and held it in 13 quarters. The position peaked at $2.54M in Q4 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Keystone Financial Services (Colorado) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 14,920 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.44M.
Keystone Financial Services (Colorado) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 13 quarters.
Keystone Financial Services (Colorado)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.54M in Q4 2022.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.