MWA
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Martel Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Martel Wealth 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 		$2.25M Buy
23,372
+320
+1% +$30.6K 0.35% 23
2026
Q1 		$2.17M Buy
23,052
+305
+1% +$29.3K 0.37% 24
2025
Q4 		$2.19M Sell
22,747
-129
-0.6% -$12.4K 0.37% 23
2025
Q3 		$2.18M Sell
22,876
-96
-0.4% -$8.99K 0.38% 23
2025
Q2 		$2.13M Sell
22,972
-409
-2% -$36.8K 0.39% 22
2025
Q1 		$2.12M Buy
23,381
+810
+4% +$73.3K 0.42% 22
2024
Q4 		$2.01M Buy
22,571
+321
+1% +$29.3K 0.39% 24
2024
Q3 		$2.06M Buy
22,250
+312
+1% +$28.4K 0.42% 24
2024
Q2 		$1.94M Buy
21,938
+286
+1% +$25.4K 0.42% 23
2024
Q1 		$1.94M Buy
21,652
+35
+0.2% +$3.08K 0.42% 24
2023
Q4 		$1.93M Buy
21,617
+119
+0.6% +$10K 0.44% 25
2023
Q3 		$1.77M Sell
21,498
-278
-1% -$23.7K 0.44% 27
2023
Q2 		$1.88M Buy
21,776
+1,074
+5% +$91.7K 0.46% 26
2023
Q1 		$1.79M Buy
20,702
+2,598
+14% +$224K 0.46% 25
2022
Q4 		$1.53M Sell
18,104
-10,602
-37% -$876K 0.42% 26
2022
Q3 		$2.28M Buy
28,706
+102
+0.4% +$8.72K 0.65% 19
2022
Q2 		$2.44M Sell
28,604
-1,086
-4% -$98.2K 0.67% 20
2022
Q1 		$2.9M Sell
29,690
-854
-3% -$86.5K 0.71% 17
2021
Q4 		$3.33M Buy
30,544
+484
+2% +$52.8K 0.79% 15
2021
Q3 		$3.31M Buy
30,060
+387
+1% +$43.5K 0.83% 15
2021
Q2 		$3.34M Buy
29,673
+1,680
+6% +$187K 0.84% 15
2021
Q1 		$3.05M Buy
27,993
+1,831
+7% +$205K 0.84% 17
2020
Q4 		$3.03M Buy
26,162
+614
+2% +$69.5K 0.88% 17
2020
Q3 		$2.83M Buy
25,548
+217
+0.9% +$24.4K 0.92% 15
2020
Q2 		$2.77M Buy
25,331
+2,310
+10% +$239K 0.96% 15
2020
Q1 		$2.23M Sell
23,021
-2,230
-9% -$246K 0.87% 16
2019
Q4 		$2.89M Buy
25,251
+333
+1% +$37.6K 1% 15
2019
Q3 		$2.82M Sell
24,918
-324
-1% -$36.9K 1.02% 15
2019
Q2 		$2.86M Buy
25,242
+312
+1% +$34.4K 1.04% 16
2019
Q1 		$2.74M Buy
24,930
+1,226
+5% +$132K 1.03% 17
2018
Q4 		$2.46M Sell
23,704
-1,172
-5% -$123K 1.01% 15
2018
Q3 		$2.68M Buy
+24,876
New +$2.67M 1.02% 16

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Martel Wealth Advisors's EMB Position: Q2 2026 in Review

Martel Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.4% in Q2 2026, buying an estimated $30.6K and bringing the position to 23,372 shares worth $2.25M. The position accounts for 0.35% of the portfolio, ranked #23.

Martel Wealth Advisors first reported a position in EMB in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.34M in Q2 2021. 134 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Martel Wealth Advisors held 23,372 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.25M as of Q2 2026.
  • Martel Wealth Advisors bought 320 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $30.6K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.35% of Martel Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Martel Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Martel Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.34M in Q2 2021.
  • 134 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.