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Patriot Financial Group Insurance Agency’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$257K Sell
2,664
-2,340
-47% -$224K 0.03% 423
2026
Q1 		$470K Sell
5,004
-957
-16% -$91.9K 0.03% 459
2025
Q4 		$574K Buy
5,961
+154
+3% +$14.8K 0.07% 272
2025
Q3 		$553K Buy
5,807
+370
+7% +$34.6K 0.07% 266
2025
Q2 		$504K Buy
5,437
+717
+15% +$64.6K 0.06% 311
2025
Q1 		$428K Buy
4,720
+1,021
+28% +$92.4K 0.06% 319
2024
Q4 		$329K Sell
3,699
-373
-9% -$34K 0.04% 354
2024
Q3 		$381K Sell
4,072
-456
-10% -$41.6K 0.05% 334
2024
Q2 		$401K Sell
4,528
-614
-12% -$54.4K 0.06% 308
2024
Q1 		$461K Buy
5,142
+1,396
+37% +$123K 0.07% 282
2023
Q4 		$334K Sell
3,746
-327
-8% -$27.5K 0.06% 312
2023
Q3 		$336K Buy
4,073
+238
+6% +$20.3K 0.07% 310
2023
Q2 		$332K Sell
3,835
-361
-9% -$30.8K 0.06% 312
2023
Q1 		$362K Sell
4,196
-603
-13% -$52K 0.07% 286
2022
Q4 		$406K Sell
4,799
-7,863
-62% -$650K 0.05% 246
2022
Q3 		$1M Sell
12,662
-4,970
-28% -$425K 0.24% 97
2022
Q2 		$1.5M Buy
17,632
+1,651
+10% +$149K 0.31% 66
2022
Q1 		$1.56M Sell
15,981
-1,565
-9% -$159K 0.28% 75
2021
Q4 		$1.91M Buy
17,546
+892
+5% +$97.3K 0.32% 60
2021
Q3 		$1.83M Buy
16,654
+2,977
+22% +$334K 0.32% 55
2021
Q2 		$1.54M Buy
13,677
+5,752
+73% +$640K 0.28% 77
2021
Q1 		$863K Buy
7,925
+3,564
+82% +$398K 0.2% 118
2020
Q4 		$505K Buy
4,361
+65
+2% +$7.36K 0.13% 177
2020
Q3 		$476K Buy
4,296
+617
+17% +$69.3K 0.15% 144
2020
Q2 		$402K Sell
3,679
-113
-3% -$11.7K 0.15% 144
2020
Q1 		$367K Buy
3,792
+1,453
+62% +$160K 0.17% 136
2019
Q4 		$268K Buy
2,339
+526
+29% +$59.4K 0.1% 183
2019
Q3 		$206K Buy
1,813
+308
+20% +$35K 0.09% 201
2019
Q2 		$171K Buy
1,505
+307
+26% +$33.8K 0.07% 215
2019
Q1 		$132K Buy
1,198
+979
+447% +$106K 0.07% 222
2018
Q4 		$23K Buy
219
+108
+97% +$11.3K 0.02% 442
2018
Q3 		$12K Buy
111
+100
+909% +$10.7K 0.01% 587
2018
Q2 		$1K Sell
11
-971
-99% -$106K ﹤0.01% 551
2018
Q1 		$110K Buy
982
+343
+54% +$39K 0.08% 198
2017
Q4 		$76K Buy
639
+234
+58% +$27.1K 0.06% 239
2017
Q3 		$47K Buy
405
+179
+79% +$20.7K 0.04% 267
2017
Q2 		$26K Buy
226
+104
+85% +$11.9K 0.03% 340
2017
Q1 		$14K Buy
122
+4
+3% +$450 0.01% 429
2016
Q4 		$13K Buy
+118
New +$13.2K 0.02% 420

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EMB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 47% in Q2 2026, selling an estimated $224K and leaving 2,664 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #423.

Patriot Financial Group Insurance Agency first reported a position in EMB in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.91M in Q4 2021. 477 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,664 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $257K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,340 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $224K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #423 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.91M in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.