Lido Advisors
EMB icon

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

Lido 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
Q2 		$555K Buy
5,755
+468
+9% +$44.8K ﹤0.01% 1416
2026
Q1 		$497K Sell
5,287
-4,280
-45% -$411K ﹤0.01% 1304
2025
Q4 		$916K Buy
9,567
+726
+8% +$69.8K ﹤0.01% 1043
2025
Q3 		$842K Buy
8,841
+4,165
+89% +$390K ﹤0.01% 1027
2025
Q2 		$433K Buy
4,676
+189
+4% +$17K ﹤0.01% 1161
2025
Q1 		$406K Buy
+4,487
New +$406K ﹤0.01% 1085
2022
Q4 		– Sell
-12,634
Closed -$1M – 1046
2022
Q3 		$1M Buy
12,634
+207
+2% +$17.7K 0.01% 366
2022
Q2 		$1.06M Buy
12,427
+930
+8% +$84.1K 0.01% 335
2022
Q1 		$1.12M Buy
11,497
+418
+4% +$42.4K 0.01% 378
2021
Q4 		$1.21M Sell
11,079
-277
-2% -$30.2K 0.01% 380
2021
Q3 		$1.25M Buy
11,356
+1,515
+15% +$170K 0.02% 353
2021
Q2 		$1.11M Buy
9,841
+962
+11% +$107K 0.02% 363
2021
Q1 		$967K Sell
8,879
-11,374
-56% -$1.27M 0.02% 346
2020
Q4 		$2.35M Sell
20,253
-14,400
-42% -$1.63M 0.05% 194
2020
Q3 		$3.84M Buy
34,653
+25,370
+273% +$2.85M 0.1% 116
2020
Q2 		$1.01M Sell
9,283
-130
-1% -$13.5K 0.03% 242
2020
Q1 		$910K Buy
9,413
+702
+8% +$77.4K 0.04% 241
2019
Q4 		$998K Buy
8,711
+609
+8% +$68.8K 0.04% 262
2019
Q3 		$918K Sell
8,102
-253
-3% -$28.8K 0.05% 233
2019
Q2 		$946K Sell
8,355
-4,863
-37% -$536K 0.05% 199
2019
Q1 		$1.45M Buy
13,218
+7,718
+140% +$832K 0.09% 133
2018
Q4 		$571K Buy
5,500
+804
+17% +$84.1K 0.06% 202
2018
Q3 		$506K Buy
4,696
+293
+7% +$31.5K 0.05% 237
2018
Q2 		$470K Buy
4,403
+363
+9% +$39.6K 0.05% 220
2018
Q1 		$455K Buy
4,040
+738
+22% +$83.8K 0.06% 207
2017
Q4 		$383K Buy
+3,302
New +$382K 0.05% 190

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Lido Advisors's EMB Position: Q2 2026 in Review

Lido Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.9% in Q2 2026, buying an estimated $44.8K and bringing the position to 5,755 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Lido Advisors first reported a position in EMB in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.84M in Q3 2020. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Lido Advisors held 5,755 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $555K as of Q2 2026.
  • Lido Advisors bought 468 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $44.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1416 holding.
  • Lido Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Lido Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.84M in Q3 2020.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.