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Mount Lucas Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mount Lucas 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
Q2 		$3.16M Buy
32,745
+700
+2% +$67K 1.13% 15
2026
Q1 		$3.01M Buy
32,045
+2,652
+9% +$255K 1.11% 18
2025
Q4 		$2.83M Buy
29,393
+418
+1% +$40.2K 1.13% 19
2025
Q3 		$2.76M Buy
28,975
+570
+2% +$53.4K 1.13% 14
2025
Q2 		$2.63M Buy
28,405
+41
+0.1% +$3.69K 1.12% 16
2025
Q1 		$2.57M Sell
28,364
-489
-2% -$44.3K 0.83% 19
2024
Q4 		$2.57M Buy
28,853
+1,286
+5% +$117K 0.89% 23
2024
Q3 		$2.58M Buy
27,567
+913
+3% +$83.2K 0.88% 26
2024
Q2 		$2.36M Sell
26,654
-1,380
-5% -$122K 0.68% 50
2024
Q1 		$2.51M Buy
28,034
+366
+1% +$32.2K 0.69% 55
2023
Q4 		$2.46M Buy
27,668
+7,107
+35% +$599K 0.71% 55
2023
Q3 		$1.7M Sell
20,561
-7,140
-26% -$609K 0.6% 70
2023
Q2 		$2.4M Buy
27,701
+20,869
+305% +$1.78M 0.8% 54
2023
Q1 		$589K Buy
+6,832
New +$589K 0.16% 92
2021
Q4 		– Sell
-29,192
Closed -$3.21M – 140
2021
Q3 		$3.21M Sell
29,192
-9,701
-25% -$1.09M 0.97% 45
2021
Q2 		$4.37M Buy
38,893
+4,858
+14% +$541K 1.16% 26
2021
Q1 		$3.71M Sell
34,035
-709
-2% -$79.3K 1.09% 33
2020
Q4 		$4.03M Buy
34,744
+3,363
+11% +$381K 0.85% 31
2020
Q3 		$3.48M Buy
31,381
+12,332
+65% +$1.38M 0.73% 32
2020
Q2 		$2.08M Buy
+19,049
New +$1.97M 0.41% 40
2020
Q1 		– Sell
-43,875
Closed -$5.03M – 45
2019
Q4 		$5.03M Buy
43,875
+855
+2% +$96.6K 1% 36
2019
Q3 		$4.88M Sell
43,020
-3,244
-7% -$369K 0.87% 38
2019
Q2 		$5.24M Buy
46,264
+3,705
+9% +$408K 0.89% 40
2019
Q1 		$4.68M Buy
+42,559
New +$4.59M 0.78% 41
2018
Q1 		– Sell
-27,347
Closed -$3.17M – 92
2017
Q4 		$3.17M Buy
27,347
+295
+1% +$34.1K 0.55% 63
2017
Q3 		$3.15M Buy
27,052
+22,990
+566% +$2.66M 0.57% 65
2017
Q2 		$465K Buy
4,062
+127
+3% +$14.6K 0.09% 98
2017
Q1 		$447K Buy
3,935
+1,020
+35% +$115K 0.09% 94
2016
Q4 		$321K Sell
2,915
-744
-20% -$83.5K 0.06% 102
2016
Q3 		$429K Buy
3,659
+375
+11% +$43.7K 0.08% 105
2016
Q2 		$378K Buy
3,284
+549
+20% +$61.2K 0.06% 87
2016
Q1 		$302K Buy
+2,735
New +$291K 0.05% 76

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Mount Lucas Management's EMB Position: Q2 2026 in Review

Mount Lucas Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.2% in Q2 2026, buying an estimated $67K and bringing the position to 32,745 shares worth $3.16M. The position accounts for 1.13% of the portfolio, ranked #15.

Mount Lucas Management first reported a position in EMB in Q1 2016 and has held it in 32 quarters since. The position peaked at $5.24M in Q2 2019. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Mount Lucas Management held 32,745 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.16M as of Q2 2026.
  • Mount Lucas Management bought 700 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $67K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.13% of Mount Lucas Management's portfolio in Q2 2026, its #15 holding.
  • Mount Lucas Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 32 quarters since.
  • Mount Lucas Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.24M in Q2 2019.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.