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 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

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

ORBA Wealth Advisors's EMB Position: Q2 2026 in Review

ORBA Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 33% in Q2 2026, buying an estimated $92.8K and bringing the position to 3,884 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 3 quarters since. The position peaked at $380K in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

ORBA Wealth Advisors held 3,884 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $375K as of Q2 2026.
ORBA Wealth Advisors bought 969 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $92.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.32% of ORBA Wealth Advisors's portfolio in Q2 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 3 quarters since.
ORBA Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $380K in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.