Oak Harbor Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-1,059	Closed	-$99.5K	–	248
2026 Q1	$99.5K	Buy	1,059 +175	+20%	+$16.8K	0.02%	209
2025 Q4	$85.1K	Sell	884 -8	-0.9%	-$769	0.02%	210
2025 Q3	$84.9K	Buy	892 +3	+0.3%	+$281	0.02%	211
2025 Q2	$82.3K	Hold	889	–	–	0.02%	207
2025 Q1	$80.5K	Sell	889 -11	-1%	-$996	0.02%	211
2024 Q4	$80.1K	Sell	900 -138	-13%	-$12.6K	0.02%	187
2024 Q3	$97.1K	Buy	1,038 +134	+15%	+$12.2K	0.03%	178
2024 Q2	$80K	Hold	904	–	–	0.03%	175
2024 Q1	$81.1K	Buy	904 +54	+6%	+$4.76K	0.03%	185
2023 Q4	$75.7K	Buy	850 +541	+175%	+$45.6K	0.03%	180
2023 Q3	$25.5K	Buy	309 +53	+21%	+$4.52K	0.01%	196
2023 Q2	$22.2K	Hold	256	–	–	0.01%	207
2023 Q1	$22.1K	Buy	256 +12	+5%	+$1.03K	0.01%	201
2022 Q4	$20.6K	Hold	244	–	–	0.01%	196
2022 Q3	$19K	Buy	244 +9	+4%	+$769	0.01%	192
2022 Q2	$20K	Sell	235 -23	-9%	-$2.08K	0.01%	191
2022 Q1	$25K	Buy	258 +24	+10%	+$2.43K	0.01%	200
2021 Q4	$26K	Buy	+234	New	+$25.5K	0.01%	208

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

Oak Harbor Wealth Partners's EMB Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 1,059 shares — an estimated $99.5K sold.

Oak Harbor Wealth Partners first reported a position in EMB in Q4 2021 and held it in 18 quarters. The position peaked at $99.5K in Q1 2026. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 1,059 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $99.5K.
Oak Harbor Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 18 quarters.
Oak Harbor Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $99.5K in Q1 2026.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.