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

Medallion 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 Q1	$15.3K	Sell	163 -39	-19%	-$3.75K	0.01%	699
2025 Q4	$19.4K	Sell	202 -441	-69%	-$42.4K	0.01%	648
2025 Q3	$61.2K	Buy	643 +31	+5%	+$2.9K	0.02%	436
2025 Q2	$56.6K	Sell	612 -27	-4%	-$2.43K	0.02%	444
2025 Q1	$57.8K	Sell	639 -516	-45%	-$46.7K	0.03%	404
2024 Q4	$103K	Buy	+1,155	New	+$105K	0.05%	293

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Medallion Wealth Advisors's EMB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 19% in Q1 2026, selling an estimated $3.75K and leaving 163 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #699.

Medallion Wealth Advisors first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Medallion Wealth Advisors held 163 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $15.3K as of Q1 2026.
Medallion Wealth Advisors sold 39 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.75K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #699 holding.
Medallion Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $103K in Q4 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.