Liberty Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Liberty 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	$1.73M	Hold	18,399	–	–	0.22%	74
2026 Q1	$1.73M	Sell	18,399 -12,642	-41%	-$1.21M	0.22%	74
2025 Q4	$2.99M	Sell	31,041 -1,575	-5%	-$151K	0.39%	55
2025 Q3	$3.1M	Buy	32,616 +1,528	+5%	+$143K	0.44%	52
2025 Q2	$2.88M	Buy	+31,088	New	+$2.8M	0.45%	50
2025 Q1	–	Sell	-27,923	Closed	-$2.48M	–	166
2024 Q4	$2.48M	Sell	27,923 -1,134	-4%	-$104K	0.41%	52
2024 Q3	$2.72M	Sell	29,057 -51,231	-64%	-$4.67M	0.46%	47
2024 Q2	$2.57M	Buy	80,288 +58,302	+265%	+$5.17M	0.47%	47
2024 Q1	$1.97M	Buy	21,986 +5,296	+32%	+$466K	0.38%	51
2023 Q4	$1.49M	Buy	16,690 +560	+3%	+$47.2K	0.32%	53
2023 Q3	$1.33M	Buy	16,130 +121	+0.8%	+$10.3K	0.33%	50
2023 Q2	$1.39M	Sell	16,009 -905	-5%	-$77.2K	0.34%	43
2023 Q1	$1.46M	Buy	+16,914	New	+$1.46M	0.3%	59
2022 Q3	$341K	Buy	4,300 +434	+11%	+$37.1K	0.09%	100
2022 Q2	$329K	Sell	3,866 -42	-1%	-$3.8K	0.13%	105
2022 Q1	$381K	Buy	3,908 +3,598	+1,161%	+$365K	0.14%	95
2021 Q4	$34.1M	Sell	310 -3,394	-92%	-$370K	1.48%	12
2021 Q3	$408K	Buy	3,704 +2,526	+214%	+$284K	0.15%	89
2021 Q2	$133K	Buy	1,178 +508	+76%	+$56.5K	0.05%	179
2021 Q1	$76K	Hold	670	–	–	0.04%	217
2020 Q4	$76K	Sell	670 -21	-3%	-$2.38K	0.04%	215
2020 Q3	$77K	Buy	691 +38	+6%	+$4.27K	0.05%	182
2020 Q2	$71K	Sell	653 -1,466	-69%	-$152K	0.05%	183
2020 Q1	$206K	Sell	2,119 -449	-17%	-$49.5K	0.18%	85
2019 Q4	$294K	Buy	2,568 +454	+21%	+$51.3K	0.23%	81
2019 Q3	$243K	Buy	2,114 +543	+35%	+$61.8K	0.23%	83
2019 Q2	$178K	Sell	1,571 -3,677	-70%	-$405K	0.16%	112
2019 Q1	$577K	Buy	5,248 +508	+11%	+$54.8K	0.43%	33
2018 Q4	$492K	Buy	+4,740	New	+$496K	0.37%	36

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Liberty Wealth Management's EMB Position: Q2 2026 in Review

Liberty Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 18,399 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #74.

Liberty Wealth Management first reported a position in EMB in Q4 2018 and has held it in 29 quarters since. The position peaked at $34.1M in Q4 2021. 831 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Liberty Wealth Management held 18,399 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.73M as of Q2 2026.
Liberty Wealth Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.22% of Liberty Wealth Management's portfolio in Q2 2026, its #74 holding.
Liberty Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 29 quarters since.
Liberty Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $34.1M in Q4 2021.
831 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.