ORBA Wealth Advisors
EMB icon

ORBA Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

ORBA Wealth 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
Q3 		$375K Buy
4,128
+244
+6% +$23.1K 0.32% 61
2026
Q2 		$375K Buy
3,884
+969
+33% +$92.8K 0.32% 61
2026
Q1 		$274K Sell
2,915
-1,031
-26% -$99.1K 0.33% 60
2025
Q4 		$380K Buy
+3,946
New +$379K 0.33% 56

Other funds holding EMB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

ORBA Wealth Advisors's EMB Position: Q3 2026 in Review

ORBA Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.3% in Q3 2026, buying an estimated $23.1K and bringing the position to 4,128 shares worth $375K. The position accounts for 0.32% of the portfolio, ranked #61.

ORBA Wealth Advisors first reported a position in EMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $380K in Q4 2025. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • ORBA Wealth Advisors held 4,128 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $375K as of Q3 2026.
  • ORBA Wealth Advisors bought 244 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $23.1K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.32% of ORBA Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • ORBA Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • ORBA Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $380K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.