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Orion Portfolio Solutions’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.73M Buy
19,058
+6,633
+53% +$600K 0.02% 786
2024
Q4 		$1.11M Sell
12,425
-1,897
-13% -$173K 0.01% 998
2024
Q3 		$1.34M Sell
14,322
-1,378
-9% -$126K 0.01% 894
2024
Q2 		$1.39M Sell
15,700
-4,357
-22% -$386K 0.01% 823
2024
Q1 		$1.8M Buy
20,057
+7,771
+63% +$684K 0.02% 708
2023
Q4 		$1.07M Sell
12,286
-9,785
-44% -$824K 0.01% 911
2023
Q3 		$1.82M Sell
22,071
-2,838
-11% -$242K 0.02% 655
2023
Q2 		$2.16M Sell
24,909
-407
-2% -$34.7K 0.02% 621
2023
Q1 		$2.18M Buy
25,316
+14,149
+127% +$1.22M 0.03% 556
2022
Q4 		$945K Buy
11,167
+3,217
+40% +$266K 0.03% 322
2022
Q3 		$631K Sell
7,950
-191
-2% -$16.3K 0.03% 353
2022
Q2 		$695K Sell
8,141
-2,535
-24% -$229K 0.03% 325
2022
Q1 		$1.04M Buy
10,676
+834
+8% +$84.5K 0.04% 257
2021
Q4 		$1.07M Sell
9,842
-4,732
-32% -$516K 0.04% 255
2021
Q3 		$1.6M Sell
14,574
-2,182
-13% -$245K 0.06% 189
2021
Q2 		$1.88M Buy
16,756
+7,181
+75% +$799K 0.07% 153
2021
Q1 		$1.04M Buy
9,575
+6
+0.1% +$671 0.05% 198
2020
Q4 		$1.11M Sell
9,569
-603
-6% -$68.3K 0.05% 192
2020
Q3 		$1.13M Buy
10,172
+3,732
+58% +$419K 0.06% 176
2020
Q2 		$703K Sell
6,440
-2,671
-29% -$276K 0.04% 196
2020
Q1 		$881K Buy
9,111
+63
+0.7% +$6.95K 0.06% 139
2019
Q4 		$1.04M Buy
+9,048
New +$1.02M 0.08% 129

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Orion Portfolio Solutions's EMB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 53% in Q1 2025, buying an estimated $600K and bringing the position to 19,058 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #786.

Orion Portfolio Solutions first reported a position in EMB in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.18M in Q1 2023. 877 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

  • Orion Portfolio Solutions held 19,058 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.73M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,633 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $600K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #786 holding.
  • Orion Portfolio Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.18M in Q1 2023.
  • 877 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.