Richardson Financial Services
EMB icon

Richardson Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Richardson Financial Services’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
Q3 		$615K Buy
6,772
+49
+0.7% +$4.63K 0.35% 64
2026
Q2 		$648K Buy
6,723
+130
+2% +$12.5K 0.37% 65
2026
Q1 		$619K Buy
6,593
+17
+0.3% +$1.63K 0.39% 65
2025
Q4 		$633K Sell
6,576
-1,724
-21% -$166K 0.2% 63
2025
Q3 		$790K Buy
8,300
+37
+0.4% +$3.46K 0.49% 50
2025
Q2 		$764K Buy
8,263
+718
+10% +$64.6K 0.51% 51
2025
Q1 		$684K Sell
7,545
-602
-7% -$54.5K 0.52% 46
2024
Q4 		$727K Sell
8,147
-479
-6% -$43.7K 0.51% 49
2024
Q3 		$763K Hold
8,626
– – 0.48% 53
2024
Q2 		$763K Sell
8,626
-483
-5% -$42.8K 0.55% 48
2024
Q1 		$817K Buy
9,109
+950
+12% +$83.7K 0.58% 49
2023
Q4 		$727K Buy
+8,159
New +$687K 0.64% 47

Other funds holding EMB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Richardson Financial Services's EMB Position: Q3 2026 in Review

Richardson Financial Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.73% in Q3 2026, buying an estimated $4.63K and bringing the position to 6,772 shares worth $615K. The position accounts for 0.35% of the portfolio, ranked #64.

Richardson Financial Services first reported a position in EMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $817K in Q1 2024. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Richardson Financial Services held 6,772 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $615K as of Q3 2026.
  • Richardson Financial Services bought 49 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $4.63K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.35% of Richardson Financial Services's portfolio in Q3 2026, its #64 holding.
  • Richardson Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $817K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.