Innovative Advisory Group, LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-35	Closed	-$3.37K	–	87
2025 Q4	$3.37K	Hold	35	–	–	﹤0.01%	179
2025 Q3	$3.33K	Hold	35	–	–	﹤0.01%	176
2025 Q2	$3.24K	Buy	35 +2	+6%	+$180	﹤0.01%	173
2025 Q1	$2.99K	Buy	33 +5	+18%	+$453	﹤0.01%	151
2024 Q4	$2.49K	Buy	+28	New	+$2.56K	﹤0.01%	151

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Innovative Advisory Group, LLC's EMB Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 35 shares — an estimated $3.37K sold.

Innovative Advisory Group, LLC first reported a position in EMB in Q4 2024 and held it in 5 quarters. The position peaked at $3.37K in Q4 2025. 847 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 35 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.37K.
Innovative Advisory Group, LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.37K in Q4 2025.
847 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.