Principia Wealth Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Principia Wealth Advisory’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	$3.02M	Buy	31,305 +1,054	+3%	+$101K	1.5%	21
2026 Q1	$2.84M	Buy	30,251 +2,440	+9%	+$234K	1.61%	19
2025 Q4	$2.68M	Buy	27,811 +10,007	+56%	+$962K	1.67%	19
2025 Q3	$1.69M	Buy	17,804 +14,280	+405%	+$1.34M	1.17%	22
2025 Q2	$326K	Buy	+3,524	New	+$317K	0.28%	43

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

Principia Wealth Advisory's EMB Position: Q2 2026 in Review

Principia Wealth Advisory increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.5% in Q2 2026, buying an estimated $101K and bringing the position to 31,305 shares worth $3.02M. The position accounts for 1.5% of the portfolio, ranked #21.

Principia Wealth Advisory first reported a position in EMB in Q2 2025 and has held it in 5 quarters since. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Principia Wealth Advisory held 31,305 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.02M as of Q2 2026.
Principia Wealth Advisory bought 1,054 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $101K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.5% of Principia Wealth Advisory's portfolio in Q2 2026, its #21 holding.
Principia Wealth Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2025 and has held it in 5 quarters since.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.