LOWM
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Laurel Oak Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Laurel Oak Wealth Management’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
Q2 		$254K Sell
2,630
-270
-9% -$25.9K 0.04% 311
2026
Q1 		$272K Sell
2,900
-1,563
-35% -$150K 0.05% 292
2025
Q4 		$430K Buy
+4,463
New +$429K 0.07% 206

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Laurel Oak Wealth Management's EMB Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.3% in Q2 2026, selling an estimated $25.9K and leaving 2,630 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #311.

Laurel Oak Wealth Management first reported a position in EMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 506 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Laurel Oak Wealth Management held 2,630 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $254K as of Q2 2026.
  • Laurel Oak Wealth Management sold 270 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $25.9K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Laurel Oak Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $430K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.