NWM
EMB icon

Navigation Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Navigation Wealth 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 		$527K Buy
5,464
+147
+3% +$14.1K 0.73% 18
2026
Q1 		$499K Buy
5,317
+2,893
+119% +$278K 1.8% 20
2025
Q4 		$233K Buy
2,424
+91
+4% +$8.74K 0.35% 26
2025
Q3 		$222K Buy
+2,333
New +$218K 0.33% 27

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Navigation Wealth Management's EMB Position: Q2 2026 in Review

Navigation Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.8% in Q2 2026, buying an estimated $14.1K and bringing the position to 5,464 shares worth $527K. The position accounts for 0.73% of the portfolio, ranked #18.

Navigation Wealth Management first reported a position in EMB in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Navigation Wealth Management held 5,464 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $527K as of Q2 2026.
  • Navigation Wealth Management bought 147 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $14.1K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.73% of Navigation Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Navigation Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.