Perigon Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $247K | Sell |
2,631
-1,302
| -33% | -$125K | ﹤0.01% | 1100 |
|
|
2025
Q4 | $379K | Buy |
3,933
+566
| +17% | +$54.4K | 0.01% | 925 |
|
|
2025
Q3 | $321K | Buy |
3,367
+430
| +15% | +$40.3K | 0.01% | 924 |
|
|
2025
Q2 | $272K | Buy |
2,937
+273
| +10% | +$24.6K | 0.01% | 876 |
|
|
2025
Q1 | $241K | Buy |
2,664
+401
| +18% | +$36.3K | 0.01% | 892 |
|
|
2024
Q4 | $203K | Sell |
2,263
-8,222
| -78% | -$751K | 0.01% | 978 |
|
|
2024
Q3 | $981K | Sell |
10,485
-12,982
| -55% | -$1.18M | 0.03% | 439 |
|
|
2024
Q2 | $2.08M | Buy |
23,467
+8,248
| +54% | +$731K | 0.06% | 248 |
|
|
2024
Q1 | $1.36M | Sell |
15,219
-799
| -5% | -$70.4K | 0.04% | 303 |
|
|
2023
Q4 | $1.43M | Sell |
16,018
-852
| -5% | -$71.8K | 0.05% | 276 |
|
|
2023
Q3 | $1.39M | Sell |
16,870
-1,750
| -9% | -$149K | 0.06% | 249 |
|
|
2023
Q2 | $1.61M | Sell |
18,620
-19,113
| -51% | -$1.63M | 0.06% | 237 |
|
|
2023
Q1 | $3.26M | Buy |
37,733
+33,871
| +877% | +$2.92M | 0.19% | 118 |
|
|
2022
Q4 | $327K | Sell |
3,862
-11,427
| -75% | -$945K | 0.02% | 504 |
|
|
2022
Q3 | $1.21M | Buy |
15,289
+3,679
| +32% | +$314K | 0.1% | 183 |
|
|
2022
Q2 | $991K | Buy |
11,610
+6,451
| +125% | +$583K | 0.08% | 208 |
|
|
2022
Q1 | $504K | Sell |
5,159
-23
| -0.4% | -$2.33K | 0.04% | 362 |
|
|
2021
Q4 | $565K | Buy |
5,182
+292
| +6% | +$31.9K | 0.04% | 316 |
|
|
2021
Q3 | $538K | Buy |
4,890
+177
| +4% | +$19.9K | 0.05% | 291 |
|
|
2021
Q2 | $530K | Sell |
4,713
-332
| -7% | -$36.9K | 0.05% | 292 |
|
|
2021
Q1 | $549K | Buy |
5,045
+38
| +0.8% | +$4.25K | 0.06% | 271 |
|
|
2020
Q4 | $580K | Sell |
5,007
-810
| -14% | -$91.7K | 0.07% | 225 |
|
|
2020
Q3 | $645K | Sell |
5,817
-880
| -13% | -$98.8K | 0.09% | 182 |
|
|
2020
Q2 | $731K | Sell |
6,697
-107
| -2% | -$11.1K | 0.12% | 143 |
|
|
2020
Q1 | $690K | Buy |
+6,804
| New | +$750K | 0.13% | 130 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$4K | – | 345 |
|
|
2018
Q1 | $4K | Buy |
34
+31
| +1,033% | +$3.52K | ﹤0.01% | 564 |
|
|
2017
Q4 | $0 | Sell |
3
-83
| -97% | -$9.6K | ﹤0.01% | 623 |
|
|
2017
Q3 | $10K | Sell |
86
-7,738
| -99% | -$894K | ﹤0.01% | 508 |
|
|
2017
Q2 | $895K | Buy |
7,824
+132
| +2% | +$15.2K | 0.19% | 117 |
|
|
2017
Q1 | $875K | Hold |
7,692
| – | – | 0.19% | 120 |
|
|
2016
Q4 | $874K | Buy |
+7,692
| New | +$863K | 0.19% | 122 |
|
|
2016
Q3 | – | Sell |
-5,294
| Closed | -$610K | – | 617 |
|
|
2016
Q2 | $610K | Buy |
+5,294
| New | +$591K | 0.16% | 128 |
|
Other funds holding EMB
AHSSHC
SOAM
Perigon Wealth Management's EMB Position: Q1 2026 in Review
Perigon Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 33% in Q1 2026, selling an estimated $125K and leaving 2,631 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.
Perigon Wealth Management first reported a position in EMB in Q2 2016 and has held it in 32 quarters since. The position peaked at $3.26M in Q1 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.
- Perigon Wealth Management held 2,631 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $247K as of Q1 2026.
- Perigon Wealth Management sold 1,302 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $125K.
- iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1100 holding.
- Perigon Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and has held it in 32 quarters since.
- Perigon Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.26M in Q1 2023.
- 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.