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 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

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

Richardson Financial Services's EMB Position: Q2 2026 in Review

Richardson Financial Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2% in Q2 2026, buying an estimated $12.5K and bringing the position to 6,723 shares worth $648K. The position accounts for 0.37% of the portfolio, ranked #65.

Richardson Financial Services first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q1 2024. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Richardson Financial Services held 6,723 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $648K as of Q2 2026.
Richardson Financial Services bought 130 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $12.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.37% of Richardson Financial Services's portfolio in Q2 2026, its #65 holding.
Richardson Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $817K in Q1 2024.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.