Monument Capital Management
EMB icon

Monument Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Monument Capital Management’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
Q3 		$5.22M Buy
57,499
+258
+0.5% +$24.4K 1.09% 23
2026
Q2 		$5.52M Buy
57,241
+4,621
+9% +$443K 1.11% 23
2026
Q1 		$4.94M Sell
52,620
-2,504
-5% -$241K 1.24% 20
2025
Q4 		$5.31M Sell
55,124
-688
-1% -$66.1K 1.32% 16
2025
Q3 		$5.31M Sell
55,812
-338
-0.6% -$31.6K 1.33% 13
2025
Q2 		$5.2M Sell
56,150
-9,692
-15% -$873K 1.35% 12
2025
Q1 		$5.96M Buy
65,842
+243
+0.4% +$22K 1.83% 7
2024
Q4 		$5.84M Sell
65,599
-2,886
-4% -$263K 1.61% 7
2024
Q3 		$6.41M Sell
68,485
-1,383
-2% -$126K 1.77% 6
2024
Q2 		$6.18M Sell
69,868
-10,624
-13% -$942K 1.82% 8
2024
Q1 		$7.22M Buy
80,492
+2,158
+3% +$190K 2.08% 6
2023
Q4 		$6.98M Buy
78,334
+46,012
+142% +$3.88M 2.25% 7
2023
Q3 		$2.67M Buy
32,322
+20,892
+183% +$1.78M 0.9% 30
2023
Q2 		$989K Sell
11,430
-18,462
-62% -$1.58M 0.32% 74
2023
Q1 		$2.58M Sell
29,892
-109,109
-78% -$9.4M 0.86% 34
2022
Q4 		$11.8M Buy
139,001
+83,688
+151% +$6.92M 4.02% 4
2022
Q3 		$4.39M Buy
+55,313
New +$4.73M 1.65% 12
2021
Q4 		– Sell
-3,892
Closed -$428K – 148
2021
Q3 		$428K Sell
3,892
-7,264
-65% -$816K 0.15% 112
2021
Q2 		$1.26M Buy
+11,156
New +$1.24M 0.43% 68

Other funds holding EMB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Monument Capital Management's EMB Position: Q3 2026 in Review

Monument Capital Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.45% in Q3 2026, buying an estimated $24.4K and bringing the position to 57,499 shares worth $5.22M. The position accounts for 1.09% of the portfolio, ranked #23.

Monument Capital Management first reported a position in EMB in Q2 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q4 2022. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Monument Capital Management held 57,499 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5.22M as of Q3 2026.
  • Monument Capital Management bought 258 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $24.4K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.09% of Monument Capital Management's portfolio in Q3 2026, its #23 holding.
  • Monument Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Monument Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11.8M in Q4 2022.
  • 529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.