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 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Oak Harbor Wealth Partners's EMB Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 20% in Q1 2026, buying an estimated $16.8K and bringing the position to 1,059 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #209.

Oak Harbor Wealth Partners first reported a position in EMB in Q4 2021 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Oak Harbor Wealth Partners held 1,059 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $99.5K as of Q1 2026.
Oak Harbor Wealth Partners bought 175 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $16.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #209 holding.
Oak Harbor Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 18 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.