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Kovack Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kovack Advisors’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 		$2.21M Buy
23,520
+17,115
+267% +$1.64M 0.12% 167
2025
Q4 		$617K Buy
6,405
+1,414
+28% +$136K 0.03% 527
2025
Q3 		$475K Hold
4,991
– – 0.04% 343
2025
Q2 		$462K Hold
4,991
– – 0.05% 353
2025
Q1 		$452K Buy
4,991
+2,657
+114% +$241K 0.05% 330
2024
Q4 		$208K Buy
+2,334
New +$213K 0.02% 557
2022
Q2 		– Sell
-2,164
Closed -$211K – 641
2022
Q1 		$211K Sell
2,164
-669
-24% -$67.8K 0.02% 636
2021
Q4 		$309K Sell
2,833
-452
-14% -$49.3K 0.03% 520
2021
Q3 		$362K Sell
3,285
-173
-5% -$19.4K 0.04% 464
2021
Q2 		$389K Buy
3,458
+592
+21% +$65.9K 0.04% 428
2021
Q1 		$312K Buy
+2,866
New +$320K 0.04% 444
2020
Q1 		– Sell
-2,507
Closed -$287K – 492
2019
Q4 		$287K Buy
2,507
+271
+12% +$30.6K 0.05% 363
2019
Q3 		$254K Buy
+2,236
New +$254K 0.05% 367
2018
Q2 		– Sell
-4,201
Closed -$474K – 452
2018
Q1 		$474K Sell
4,201
-2,282
-35% -$259K 0.12% 202
2017
Q4 		$753K Buy
6,483
+2,799
+76% +$324K 0.19% 130
2017
Q3 		$429K Buy
3,684
+5
+0.1% +$578 0.14% 173
2017
Q2 		$421K Buy
+3,679
New +$423K 0.13% 185

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 $2.44B AUM

Kovack Advisors's EMB Position: Q1 2026 in Review

Kovack Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 267% in Q1 2026, buying an estimated $1.64M and bringing the position to 23,520 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #167.

Kovack Advisors first reported a position in EMB in Q2 2017 and has held it in 17 quarters since. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Kovack Advisors held 23,520 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.21M as of Q1 2026.
  • Kovack Advisors bought 17,115 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.64M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.12% of Kovack Advisors's portfolio in Q1 2026, its #167 holding.
  • Kovack Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and has held it in 17 quarters since.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.