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

Paragon 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 Q1	$3.75M	Sell	39,908 -3,389	-8%	-$326K	1.01%	27
2025 Q4	$4.17M	Buy	43,297 +1,872	+5%	+$180K	1.13%	26
2025 Q3	$3.94M	Buy	41,425 +7,710	+23%	+$722K	1.02%	28
2025 Q2	$3.12M	Sell	33,715 -18,479	-35%	-$1.66M	0.82%	34
2025 Q1	$4.73M	Sell	52,194 -4,140	-7%	-$375K	1.79%	16
2024 Q4	$5.02M	Buy	56,334 +10,352	+23%	+$945K	1.72%	17
2024 Q3	$4.3M	Buy	45,982 +2,288	+5%	+$209K	1.4%	16
2024 Q2	$3.87M	Buy	43,694 +2,860	+7%	+$254K	1.41%	19
2024 Q1	$3.66M	Sell	40,834 -12,361	-23%	-$1.09M	1.48%	16
2023 Q4	$4.74M	Buy	53,195 +3,525	+7%	+$297K	2%	10
2023 Q3	$4.1M	Buy	49,670 +10,092	+25%	+$861K	1.69%	12
2023 Q2	$3.42M	Buy	39,578 +13,138	+50%	+$1.12M	1.11%	18
2023 Q1	$2.28M	Buy	+26,440	New	+$2.28M	0.77%	40

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

Paragon Advisors's EMB Position: Q1 2026 in Review

Paragon Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.8% in Q1 2026, selling an estimated $326K and leaving 39,908 shares worth $3.75M. The position accounts for 1.01% of the portfolio, ranked #27.

Paragon Advisors first reported a position in EMB in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.02M in Q4 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Paragon Advisors held 39,908 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.75M as of Q1 2026.
Paragon Advisors sold 3,389 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $326K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.01% of Paragon Advisors's portfolio in Q1 2026, its #27 holding.
Paragon Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 13 quarters since.
Paragon Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.02M in Q4 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.