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Mount Yale Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mount Yale Investment 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 		$2.69M Buy
28,624
+2,547
+10% +$245K 0.06% 313
2025
Q4 		$2.51M Buy
26,077
+14,754
+130% +$1.42M 0.12% 166
2025
Q3 		$1.08M Buy
11,323
+3,856
+52% +$361K 0.08% 273
2025
Q2 		$692K Buy
7,467
+1,195
+19% +$108K 0.05% 275
2025
Q1 		$568K Sell
6,272
-101
-2% -$9.14K 0.05% 304
2024
Q4 		$567K Sell
6,373
-399
-6% -$36.4K 0.05% 322
2024
Q3 		$634K Buy
6,772
+221
+3% +$20.1K 0.06% 290
2024
Q2 		$580K Sell
6,551
-246
-4% -$21.8K 0.05% 314
2024
Q1 		$609K Buy
6,797
+1,636
+32% +$144K 0.05% 313
2023
Q4 		$460K Buy
5,161
+1,611
+45% +$136K 0.04% 334
2023
Q3 		$293K Buy
3,550
+31
+0.9% +$2.64K 0.03% 396
2023
Q2 		$305K Buy
3,519
+446
+15% +$38.1K 0.03% 385
2023
Q1 		$265K Buy
+3,073
New +$265K 0.03% 410

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 $3.04B AUM

Mount Yale Investment Advisors's EMB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.8% in Q1 2026, buying an estimated $245K and bringing the position to 28,624 shares worth $2.69M. The position accounts for 0.06% of the portfolio, ranked #313.

Mount Yale Investment Advisors first reported a position in EMB in Q1 2023 and has held it in 13 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Mount Yale Investment Advisors held 28,624 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.69M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,547 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $245K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • Mount Yale Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.