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

Regal 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	$1.17M	Sell	12,467 -18,531	-60%	-$1.78M	0.07%	263
2025 Q4	$2.98M	Buy	30,998 +6,050	+24%	+$581K	0.18%	141
2025 Q3	$2.37M	Buy	24,948 +2,359	+10%	+$221K	0.15%	160
2025 Q2	$2.09M	Buy	22,589 +696	+3%	+$62.7K	0.16%	147
2025 Q1	$1.98M	Buy	21,893 +2,106	+11%	+$191K	0.16%	148
2024 Q4	$1.76M	Buy	19,787 +1,659	+9%	+$151K	0.13%	173
2024 Q3	$1.7M	Buy	18,128 +4,118	+29%	+$375K	0.12%	189
2024 Q2	$1.24M	Sell	14,010 -371	-3%	-$32.9K	0.08%	226
2024 Q1	$1.29M	Buy	14,381 +2,547	+22%	+$224K	0.09%	219
2023 Q4	$1.05M	Sell	11,834 -24	-0.2%	-$2.02K	0.08%	219
2023 Q3	$978K	Sell	11,858 -1,440	-11%	-$123K	0.08%	210
2023 Q2	$1.15M	Buy	13,298 +3,255	+32%	+$278K	0.1%	197
2023 Q1	$867K	Buy	10,043 +3,224	+47%	+$278K	0.08%	208
2022 Q4	$577K	Sell	6,819 -351	-5%	-$29K	0.06%	250
2022 Q3	$569K	Sell	7,170 -33,669	-82%	-$2.88M	0.06%	240
2022 Q2	$3.48M	Sell	40,839 -911	-2%	-$82.4K	0.36%	76
2022 Q1	$4.08M	Buy	41,750 +13,558	+48%	+$1.37M	0.37%	70
2021 Q4	$3.08M	Buy	28,192 +6,260	+29%	+$683K	0.27%	92
2021 Q3	$2.41M	Buy	21,932 +4,641	+27%	+$521K	0.23%	108
2021 Q2	$1.95M	Buy	+17,291	New	+$1.92M	0.2%	127
2021 Q1	–	Sell	-9,997	Closed	-$1.16M	–	129
2020 Q4	$1.16M	Buy	+9,997	New	+$1.13M	0.13%	161
2020 Q3	–	Sell	-4,167	Closed	-$455K	–	51
2020 Q2	$455K	Buy	+4,167	New	+$431K	0.08%	186
2020 Q1	–	Sell	-4,760	Closed	-$545K	–	93
2019 Q4	$545K	Sell	4,760 -83	-2%	-$9.38K	0.1%	187
2019 Q3	$549K	Buy	4,843 +526	+12%	+$59.8K	0.11%	182
2019 Q2	$489K	Sell	4,317 -68	-2%	-$7.5K	0.1%	193
2019 Q1	$483K	Buy	4,385 +86	+2%	+$9.28K	0.1%	188
2018 Q4	$447K	Buy	4,299 +54	+1%	+$5.65K	0.1%	195
2018 Q3	$458K	Sell	4,245 -1,172	-22%	-$126K	0.1%	197
2018 Q2	$578K	Sell	5,417 -2,976	-35%	-$325K	0.18%	150
2018 Q1	$947K	Buy	8,393 +185	+2%	+$21K	0.21%	129
2017 Q4	$953K	Sell	8,208 -758	-8%	-$87.7K	0.21%	123
2017 Q3	$1.04M	Sell	8,966 -4,186	-32%	-$484K	0.24%	114
2017 Q2	$1.5M	Buy	13,152 +2,877	+28%	+$330K	0.37%	91
2017 Q1	$1.17M	Buy	10,275 +3,564	+53%	+$401K	0.3%	97
2016 Q4	$740K	Buy	6,711 +4,682	+231%	+$525K	0.2%	128
2016 Q3	$238K	Buy	+2,029	New	+$236K	0.07%	233
2015 Q4	–	Sell	-794	Closed	-$84K	–	442
2015 Q3	$84K	Sell	794 -3	-0.4%	-$325	0.02%	371
2015 Q2	$87K	Sell	797 -371	-32%	-$41.5K	0.02%	353
2015 Q1	$131K	Buy	1,168 +261	+29%	+$29K	0.03%	298
2014 Q4	$100K	Hold	907	–	–	0.03%	309
2014 Q3	$102K	Sell	907 -500	-36%	-$57.3K	0.03%	301
2014 Q2	$162K	Hold	1,407	–	–	0.06%	224
2014 Q1	$157K	Buy	1,407 +571	+68%	+$62.2K	0.07%	215
2013 Q4	$90K	Sell	836 -668	-44%	-$72.9K	0.05%	223
2013 Q3	$164K	Sell	1,504 -23,444	-94%	-$2.54M	0.1%	184
2013 Q2	$2.73M	Buy	+24,948	New	+$2.92M	1.51%	9

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

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

Regal Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 60% in Q1 2026, selling an estimated $1.78M and leaving 12,467 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #263.

Regal Investment Advisors first reported a position in EMB in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.08M in Q1 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Regal Investment Advisors held 12,467 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.17M as of Q1 2026.
Regal Investment Advisors sold 18,531 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.78M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #263 holding.
Regal Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 46 quarters since.
Regal Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.08M in Q1 2022.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.