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 Q2	$12.5K	Sell	130 -33	-20%	-$3.16K	﹤0.01%	702
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 $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

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

Medallion Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 20% in Q2 2026, selling an estimated $3.16K and leaving 130 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Medallion Wealth Advisors first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $103K in Q4 2024. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Medallion Wealth Advisors held 130 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $12.5K as of Q2 2026.
Medallion Wealth Advisors sold 33 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $3.16K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #702 holding.
Medallion Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $103K in Q4 2024.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.