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

Peak Financial 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	$11.4M	Buy	117,891 +839	+0.7%	+$80.4K	4.71%	5
2026 Q1	$11M	Sell	117,052 -1,531	-1%	-$147K	4.87%	7
2025 Q4	$11.4M	Buy	118,583 +38,687	+48%	+$3.72M	5.13%	6
2025 Q3	$7.61M	Buy	79,896 +237	+0.3%	+$22.2K	3.65%	5
2025 Q2	$7.38M	Buy	79,659 +8,471	+12%	+$763K	3.78%	6
2025 Q1	$6.45M	Buy	71,188 +1,657	+2%	+$150K	3.28%	8
2024 Q4	$6.19M	Sell	69,531 -126	-0.2%	-$11.5K	3.22%	9
2024 Q3	$6.52M	Sell	69,657 -816	-1%	-$74.4K	3.35%	7
2024 Q2	$6.24M	Buy	70,473 +1,964	+3%	+$174K	3.58%	7
2024 Q1	$6.14M	Buy	+68,509	New	+$6.03M	3.74%	8
2022 Q2	–	Sell	-3,070	Closed	-$300K	–	72
2022 Q1	$300K	Buy	+3,070	New	+$311K	0.26%	64
2021 Q1	–	Sell	-62,463	Closed	-$7.24M	–	74
2020 Q4	$7.24M	Buy	+62,463	New	+$7.07M	6.24%	4

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

Peak Financial Advisors's EMB Position: Q2 2026 in Review

Peak Financial Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.72% in Q2 2026, buying an estimated $80.4K and bringing the position to 117,891 shares worth $11.4M. The position accounts for 4.71% of the portfolio, ranked #5.

Peak Financial Advisors first reported a position in EMB in Q4 2020 and has held it in 12 quarters since. The position peaked at $11.4M in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Peak Financial Advisors held 117,891 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $11.4M as of Q2 2026.
Peak Financial Advisors bought 839 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $80.4K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 4.71% of Peak Financial Advisors's portfolio in Q2 2026, its #5 holding.
Peak Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and has held it in 12 quarters since.
Peak Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11.4M in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.