Portside Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Portside Wealth Group’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	–	Sell	-2,397	Closed	-$231K	–	486
2025 Q4	$231K	Sell	2,397 -957	-29%	-$92K	0.03%	419
2025 Q3	$319K	Buy	+3,354	New	+$314K	0.04%	362
2025 Q2	–	Sell	-4,645	Closed	-$421K	–	464
2025 Q1	$421K	Sell	4,645 -589	-11%	-$53.3K	0.07%	252
2024 Q4	$466K	Sell	5,234 -1,684	-24%	-$154K	0.08%	241
2024 Q3	$647K	Buy	6,918 +740	+12%	+$67.4K	0.11%	191
2024 Q2	$547K	Sell	6,178 -3,886	-39%	-$345K	0.1%	194
2024 Q1	$902K	Sell	10,064 -7,000	-41%	-$617K	0.17%	141
2023 Q4	$1.52M	Buy	+17,064	New	+$1.44M	0.28%	91
2023 Q3	–	Sell	-23,273	Closed	-$2.01M	–	366
2023 Q2	$2.01M	Buy	+23,273	New	+$1.99M	0.37%	73

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

Portside Wealth Group's EMB Position: Q1 2026 in Review

Portside Wealth Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2,397 shares — an estimated $231K sold.

Portside Wealth Group first reported a position in EMB in Q2 2023 and held it in 9 quarters. The position peaked at $2.01M in Q2 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Portside Wealth Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Portside Wealth Group sold 2,397 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $231K.
Portside Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 9 quarters.
Portside Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.01M in Q2 2023.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.