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

LGT Financial 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
2025 Q4	–	Sell	-1,241	Closed	-$118K	–	284
2025 Q3	$118K	Sell	1,241 -391	-24%	-$36.6K	0.25%	76
2025 Q2	$151K	Buy	1,632 +54	+3%	+$4.86K	0.38%	50
2025 Q1	$143K	Buy	1,578 +105	+7%	+$9.51K	0.44%	48
2024 Q4	$131K	Buy	1,473 +184	+14%	+$16.8K	0.29%	67
2024 Q3	$121K	Buy	1,289 +367	+40%	+$33.5K	0.3%	59
2024 Q2	$81.5K	Buy	922 +366	+66%	+$32.4K	0.17%	102
2024 Q1	$49.9K	Buy	556 +320	+136%	+$28.2K	0.06%	231
2023 Q4	$21.1K	Sell	236 -433	-65%	-$36.5K	0.03%	341
2023 Q3	$55.2K	Buy	669 +375	+128%	+$32K	0.07%	208
2023 Q2	$25.4K	Buy	+294	New	+$25.1K	0.03%	177

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LGT Financial Advisors's EMB Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 1,241 shares — an estimated $118K sold.

LGT Financial Advisors first reported a position in EMB in Q2 2023 and held it in 10 quarters. The position peaked at $151K in Q2 2025. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

LGT Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,241 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $118K.
LGT Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 10 quarters.
LGT Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $151K in Q2 2025.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.