Pin Oak Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Pin Oak Investment 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 Q1	$48K	Hold	506	–	–	0.03%	215
2025 Q4	$49K	Hold	506	–	–	0.03%	218
2025 Q3	$48.2K	Hold	506	–	–	0.03%	210
2025 Q2	$45K	Hold	506	–	–	0.04%	198
2025 Q1	$46K	Hold	506	–	–	0.04%	194
2024 Q4	$47K	Hold	506	–	–	0.04%	185
2024 Q3	$47K	Hold	506	–	–	0.04%	186
2024 Q2	$45K	Buy	506 +336	+198%	+$29.8K	0.04%	180
2024 Q1	$15K	Hold	170	–	–	0.01%	295
2023 Q4	$15K	Hold	170	–	–	0.02%	290
2023 Q3	$14K	Hold	170	–	–	0.02%	287
2023 Q2	$15K	Hold	170	–	–	0.02%	276
2023 Q1	$15K	Buy	170 +58	+52%	+$5K	0.02%	269
2022 Q4	$9K	Buy	+112	New	+$9.26K	0.01%	302

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Pin Oak Investment Advisors's EMB Position: Q1 2026 in Review

Pin Oak Investment Advisors held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 506 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #215.

Pin Oak Investment Advisors first reported a position in EMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $49K in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Pin Oak Investment Advisors held 506 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $48K as of Q1 2026.
Pin Oak Investment Advisors left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #215 holding.
Pin Oak Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 14 quarters since.
Pin Oak Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $49K in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.