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

Regimen Wealth’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	$251K	Sell	2,605 -80	-3%	-$7.66K	0.07%	68
2026 Q1	$252K	Sell	2,685 -897	-25%	-$86.2K	0.07%	65
2025 Q4	$345K	Buy	3,582 +170	+5%	+$16.3K	0.1%	58
2025 Q3	$325K	Buy	3,412 +103	+3%	+$9.64K	0.1%	58
2025 Q2	$307K	Buy	+3,309	New	+$298K	0.1%	60
2024 Q4	–	Sell	-3,073	Closed	-$288K	–	65
2024 Q3	$288K	Buy	3,073 +96	+3%	+$8.75K	0.09%	51
2024 Q2	$263K	Buy	+2,977	New	+$264K	0.09%	55
2023 Q4	–	Sell	-2,685	Closed	-$222K	–	62
2023 Q3	$222K	Buy	+2,685	New	+$229K	0.09%	54
2023 Q2	–	Sell	-5,031	Closed	-$438K	–	55
2023 Q1	$438K	Buy	+5,031	New	+$434K	0.19%	40

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

Regimen Wealth's EMB Position: Q2 2026 in Review

Regimen Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3% in Q2 2026, selling an estimated $7.66K and leaving 2,605 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #68.

Regimen Wealth first reported a position in EMB in Q1 2023 and has held it in 9 quarters since. The position peaked at $438K in Q1 2023. 826 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Regimen Wealth held 2,605 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $251K as of Q2 2026.
Regimen Wealth sold 80 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $7.66K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Regimen Wealth's portfolio in Q2 2026, its #68 holding.
Regimen Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 9 quarters since.
Regimen Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $438K in Q1 2023.
826 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.