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Mather Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mather Group’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
Q1 		$861K Sell
9,168
-2,668
-23% -$256K 0.01% 364
2025
Q4 		$1.14M Buy
11,836
+372
+3% +$35.7K 0.01% 262
2025
Q3 		$1.09M Sell
11,464
-69
-0.6% -$6.46K 0.01% 266
2025
Q2 		$1.07M Sell
11,533
-1,611
-12% -$145K 0.01% 257
2025
Q1 		$1.19M Sell
13,144
-1,101
-8% -$99.7K 0.01% 237
2024
Q4 		$1.27M Sell
14,245
-3,666
-20% -$335K 0.02% 211
2024
Q3 		$1.68M Sell
17,911
-12,508
-41% -$1.14M 0.02% 182
2024
Q2 		$2.73M Sell
30,419
-3,540
-10% -$314K 0.03% 155
2024
Q1 		$3.02M Sell
33,959
-274
-0.8% -$24.1K 0.05% 128
2023
Q4 		$3.05M Sell
34,233
-5,688
-14% -$479K 0.05% 131
2023
Q3 		$3.29M Sell
39,921
-5,934
-13% -$506K 0.06% 114
2023
Q2 		$3.97M Sell
45,855
-6,174
-12% -$527K 0.06% 111
2023
Q1 		$4.49M Sell
52,029
-19,505
-27% -$1.68M 0.08% 88
2022
Q4 		$6.05M Sell
71,534
-24,869
-26% -$2.06M 0.12% 75
2022
Q3 		$7.65M Sell
96,403
-221,228
-70% -$18.9M 0.16% 62
2022
Q2 		$27.1M Sell
317,631
-39,722
-11% -$3.59M 0.62% 23
2022
Q1 		$34.9M Sell
357,353
-170,723
-32% -$17.3M 0.69% 23
2021
Q4 		$57.6M Sell
528,076
-311,999
-37% -$34M 1.13% 19
2021
Q3 		$92.5M Sell
840,075
-143
-0% -$16.1K 2.22% 14
2021
Q2 		$94.5M Buy
840,218
+90,370
+12% +$10.1M 2.39% 14
2021
Q1 		$81.6M Buy
749,848
+115,199
+18% +$12.9M 2.31% 14
2020
Q4 		$73.6M Buy
634,649
+76,483
+14% +$8.66M 2.4% 14
2020
Q3 		$61.9M Buy
558,166
+72,494
+15% +$8.14M 2.43% 14
2020
Q2 		$53M Buy
485,672
+34,333
+8% +$3.55M 2.43% 16
2020
Q1 		$43.6M Buy
451,339
+31,213
+7% +$3.44M 3.05% 11
2019
Q4 		$48.1M Buy
420,126
+30,027
+8% +$3.39M 3.02% 11
2019
Q3 		$44.2M Buy
390,099
+13,041
+3% +$1.48M 3.24% 10
2019
Q2 		$42.7M Buy
377,058
+8,092
+2% +$892K 3.45% 9
2019
Q1 		$40.6M Buy
368,966
+15,180
+4% +$1.64M 3.38% 10
2018
Q4 		$36.8M Buy
353,786
+3,790
+1% +$396K 3.37% 12
2018
Q3 		$37.7M Sell
349,996
-41,185
-11% -$4.42M 3.36% 14
2018
Q2 		$41.8M Sell
391,181
-277,615
-42% -$30.3M 4.08% 14
2018
Q1 		$75.5M Buy
668,796
+55,560
+9% +$6.31M 7.82% 3
2017
Q4 		$71.2M Buy
613,236
+41,434
+7% +$4.79M 7.91% 3
2017
Q3 		$66.6M Buy
571,802
+42,776
+8% +$4.94M 8.1% 3
2017
Q2 		$60.5M Buy
529,026
+56,947
+12% +$6.54M 8.03% 3
2017
Q1 		$53.7M Buy
472,079
+54,658
+13% +$6.16M 8.13% 3
2016
Q4 		$46M Buy
+417,421
New +$46.8M 8.1% 5

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Mather Group's EMB Position: Q1 2026 in Review

Mather Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 23% in Q1 2026, selling an estimated $256K and leaving 9,168 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #364.

Mather Group first reported a position in EMB in Q4 2016 and has held it in 38 quarters since. The position peaked at $94.5M in Q2 2021. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Mather Group held 9,168 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $861K as of Q1 2026.
  • Mather Group sold 2,668 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $256K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #364 holding.
  • Mather Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Mather Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $94.5M in Q2 2021.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.