Private Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Private Advisory 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	$2.12M	Sell	22,569 -1,177	-5%	-$113K	0.14%	119
2025 Q4	$2.29M	Buy	23,746 +1,324	+6%	+$127K	0.18%	90
2025 Q3	$2.13M	Buy	22,422 +9,918	+79%	+$929K	0.18%	91
2025 Q2	$1.16M	Sell	12,504 -7,269	-37%	-$654K	0.1%	117
2025 Q1	$1.79M	Sell	19,773 -664	-3%	-$60.1K	0.2%	86
2024 Q4	$1.82M	Buy	+20,437	New	+$1.87M	0.2%	81
2019 Q3	–	Sell	-21,595	Closed	-$2.45M	–	119
2019 Q2	$2.45M	Sell	21,595 -6,414	-23%	-$707K	1.12%	36
2019 Q1	$2.91M	Hold	28,009	–	–	1.63%	21
2018 Q4	$2.91M	Buy	28,009 +1,064	+4%	+$111K	1.63%	21
2018 Q3	$2.86M	Buy	26,945 +127	+0.5%	+$13.6K	1.46%	19
2018 Q2	$2.86M	Buy	26,818 +221	+0.8%	+$24.1K	1.44%	21
2018 Q1	$3M	Buy	+26,597	New	+$3.02M	1.85%	21

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

Private Advisory Group's EMB Position: Q1 2026 in Review

Private Advisory Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5% in Q1 2026, selling an estimated $113K and leaving 22,569 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #119.

Private Advisory Group first reported a position in EMB in Q1 2018 and has held it in 12 quarters since. The position peaked at $3M in Q1 2018. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Private Advisory Group held 22,569 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.12M as of Q1 2026.
Private Advisory Group sold 1,177 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $113K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Private Advisory Group's portfolio in Q1 2026, its #119 holding.
Private Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 12 quarters since.
Private Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3M in Q1 2018.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.