Petix & Botte Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Petix & Botte Financial’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	$324K	Buy	3,364 +1,666	+98%	+$160K	0.07%	116
2026 Q1	$319K	Sell	1,698 -2,084	-55%	-$200K	0.07%	110
2025 Q4	$364K	Hold	3,782	–	–	0.08%	97
2025 Q3	$360K	Buy	3,782 +30	+0.8%	+$2.81K	0.08%	98
2025 Q2	$348K	Buy	3,752 +80	+2%	+$7.2K	0.09%	99
2025 Q1	$333K	Sell	3,672 -137	-4%	-$12.4K	0.09%	98
2024 Q4	$339K	Buy	3,809 +40	+1%	+$3.65K	0.09%	102
2024 Q3	$353K	Sell	3,769 -96	-2%	-$8.75K	0.09%	90
2024 Q2	$342K	Buy	+3,865	New	+$343K	0.1%	88
2024 Q1	–	Sell	-3,835	Closed	-$342K	–	142
2023 Q4	$342K	Hold	3,835	–	–	0.1%	93
2023 Q3	$316K	Buy	+3,835	New	+$327K	0.1%	92
2022 Q2	–	Sell	-2,136	Closed	-$209K	–	81
2022 Q1	$209K	Buy	+2,136	New	+$216K	0.06%	115

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

Petix & Botte Financial's EMB Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 98% in Q2 2026, buying an estimated $160K and bringing the position to 3,364 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #116.

Petix & Botte Financial first reported a position in EMB in Q1 2022 and has held it in 12 quarters since. The position peaked at $364K in Q4 2025. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Petix & Botte Financial held 3,364 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $324K as of Q2 2026.
Petix & Botte Financial bought 1,666 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $160K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #116 holding.
Petix & Botte Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 12 quarters since.
Petix & Botte Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $364K in Q4 2025.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.