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

Pinion 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	$364K	Sell	3,873 -342	-8%	-$32.9K	0.08%	132
2025 Q4	$406K	Sell	4,215 -344	-8%	-$33.1K	0.1%	118
2025 Q3	$439K	Buy	4,559 +1,311	+40%	+$123K	0.12%	112
2025 Q2	$301K	Sell	3,248 -464	-13%	-$41.8K	0.1%	132
2025 Q1	$336K	Sell	3,712 -59	-2%	-$5.34K	0.07%	116
2024 Q4	$336K	Buy	3,771 +111	+3%	+$10.1K	0.13%	116
2024 Q3	$343K	Buy	3,660 +160	+5%	+$14.6K	0.14%	116
2024 Q2	$310K	Buy	3,500 +79	+2%	+$7K	0.15%	115
2024 Q1	$307K	Sell	3,421 -70	-2%	-$6.17K	0.16%	113
2023 Q4	$311K	Sell	3,491 -1,344	-28%	-$113K	0.19%	114
2023 Q3	$399K	Buy	4,835 +283	+6%	+$24.1K	0.26%	97
2023 Q2	$394K	Buy	+4,552	New	+$389K	0.27%	97

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

Pinion Investment Advisors's EMB Position: Q1 2026 in Review

Pinion Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.1% in Q1 2026, selling an estimated $32.9K and leaving 3,873 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #132.

Pinion Investment Advisors first reported a position in EMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $439K in Q3 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Pinion Investment Advisors held 3,873 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $364K as of Q1 2026.
Pinion Investment Advisors sold 342 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $32.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.08% of Pinion Investment Advisors's portfolio in Q1 2026, its #132 holding.
Pinion Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 12 quarters since.
Pinion Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $439K in Q3 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.