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 Q2	$2.93M	Buy	30,432 +1,808	+6%	+$173K	0.05%	324
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 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

Mount Yale Investment Advisors's EMB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.3% in Q2 2026, buying an estimated $173K and bringing the position to 30,432 shares worth $2.93M. The position accounts for 0.05% of the portfolio, ranked #324.

Mount Yale Investment Advisors first reported a position in EMB in Q1 2023 and has held it in 14 quarters since. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Mount Yale Investment Advisors held 30,432 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.93M as of Q2 2026.
Mount Yale Investment Advisors bought 1,808 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $173K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #324 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 14 quarters since.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.