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 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 $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 $2.44B AUM

Richardson Financial Services's EMB Position: Q1 2026 in Review

Richardson Financial Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.26% in Q1 2026, buying an estimated $1.63K and bringing the position to 6,593 shares worth $619K. The position accounts for 0.39% of the portfolio, ranked #65.

Richardson Financial Services first reported a position in EMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $817K in Q1 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Richardson Financial Services held 6,593 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $619K as of Q1 2026.
Richardson Financial Services bought 17 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.63K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.39% of Richardson Financial Services's portfolio in Q1 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 10 quarters since.
Richardson Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $817K in Q1 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.