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 Q2	$378K	Buy	3,924 +51	+1%	+$4.88K	0.07%	147
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 $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

Pinion Investment Advisors's EMB Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.3% in Q2 2026, buying an estimated $4.88K and bringing the position to 3,924 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #147.

Pinion Investment Advisors first reported a position in EMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $439K in Q3 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Pinion Investment Advisors held 3,924 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $378K as of Q2 2026.
Pinion Investment Advisors bought 51 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $4.88K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #147 holding.
Pinion Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 13 quarters since.
Pinion Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $439K in Q3 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.