Lake Street Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lake Street Private Wealth’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	$8.61M	Buy	91,647 +33,354	+57%	+$3.2M	1.1%	24
2025 Q4	$5.61M	Buy	58,293 +11,254	+24%	+$1.08M	0.69%	42
2025 Q3	$4.48M	Buy	47,039 +1,605	+4%	+$150K	0.58%	55
2025 Q2	$4.21M	Buy	45,434 +1,965	+5%	+$177K	0.6%	56
2025 Q1	$3.94M	Buy	43,469 +2,197	+5%	+$199K	0.64%	52
2024 Q4	$3.67M	Buy	+41,272	New	+$3.77M	0.59%	53

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

Lake Street Private Wealth's EMB Position: Q1 2026 in Review

Lake Street Private Wealth increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 57% in Q1 2026, buying an estimated $3.2M and bringing the position to 91,647 shares worth $8.61M. The position accounts for 1.1% of the portfolio, ranked #24.

Lake Street Private Wealth first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Lake Street Private Wealth held 91,647 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $8.61M as of Q1 2026.
Lake Street Private Wealth bought 33,354 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.2M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.1% of Lake Street Private Wealth's portfolio in Q1 2026, its #24 holding.
Lake Street Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.