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
Q2 | $240K | Sell |
2,490
-141
| -5% | -$13.5K | ﹤0.01% | 1261 |
|
|
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
NFA
Perigon Wealth Management's EMB Position: Q2 2026 in Review
Perigon Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.4% in Q2 2026, selling an estimated $13.5K and leaving 2,490 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.
Perigon Wealth Management first reported a position in EMB in Q2 2016 and has held it in 33 quarters since. The position peaked at $3.26M in Q1 2023. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.
- Perigon Wealth Management held 2,490 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $240K as of Q2 2026.
- Perigon Wealth Management sold 141 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $13.5K.
- iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1261 holding.
- Perigon Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and has held it in 33 quarters since.
- Perigon Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.26M in Q1 2023.
- 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.