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Robertson Stephens Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Robertson Stephens Wealth Management’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 		$2.73M Buy
28,292
+4,704
+20% +$451K 0.07% 185
2026
Q1 		$2.22M Sell
23,588
-2,718
-10% -$261K 0.06% 199
2025
Q4 		$2.53M Buy
26,306
+12,698
+93% +$1.22M 0.07% 190
2025
Q3 		$1.3M Sell
13,608
-8,946
-40% -$838K 0.04% 224
2025
Q2 		$2.09M Buy
22,554
+1,741
+8% +$157K 0.07% 185
2025
Q1 		$1.89M Sell
20,813
-29,423
-59% -$2.66M 0.06% 197
2024
Q4 		$4.49M Buy
50,236
+41,984
+509% +$3.83M 0.16% 119
2024
Q3 		$772K Sell
8,252
-10,569
-56% -$963K 0.03% 323
2024
Q2 		$1.67M Sell
18,821
-5,746
-23% -$509K 0.08% 164
2024
Q1 		$2.2M Sell
24,567
-16,646
-40% -$1.47M 0.12% 145
2023
Q4 		$3.67M Buy
41,213
+25,841
+168% +$2.18M 0.22% 83
2023
Q3 		$1.27M Buy
15,372
+9,631
+168% +$821K 0.09% 182
2023
Q2 		$497K Sell
5,741
-8,695
-60% -$742K 0.04% 280
2023
Q1 		$1.25M Sell
14,436
-75,916
-84% -$6.54M 0.1% 176
2022
Q4 		$7.64M Buy
+90,352
New +$7.47M 0.74% 32
2022
Q2 		– Sell
-2,529
Closed -$247K – 390
2022
Q1 		$247K Sell
2,529
-298,807
-99% -$30.3M 0.02% 348
2021
Q4 		$32.9M Buy
301,336
+35,566
+13% +$3.88M 2.76% 7
2021
Q3 		$29.3M Buy
265,770
+38,022
+17% +$4.27M 3.3% 7
2021
Q2 		$25.6M Buy
227,748
+65,024
+40% +$7.24M 3.08% 8
2021
Q1 		$17.7M Buy
162,724
+60,483
+59% +$6.76M 2.83% 6
2020
Q4 		$11.8M Buy
102,241
+21,476
+27% +$2.43M 2.48% 8
2020
Q3 		$8.96M Buy
80,765
+22,187
+38% +$2.49M 2.2% 12
2020
Q2 		$6.4M Buy
58,578
+51,936
+782% +$5.37M 1.85% 14
2020
Q1 		$642K Sell
6,642
-15,563
-70% -$1.72M 0.22% 89
2019
Q4 		$2.54M Buy
22,205
+1,764
+9% +$199K 1.28% 20
2019
Q3 		$2.32M Buy
20,441
+6,630
+48% +$754K 1.17% 23
2019
Q2 		$1.56M Buy
13,811
+4,067
+42% +$448K 1.52% 20
2019
Q1 		$1.07M Hold
9,744
– – 0.92% 31
2018
Q4 		$1.01M Buy
+9,744
New +$1.02M 1.01% 27

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Robertson Stephens Wealth Management's EMB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 20% in Q2 2026, buying an estimated $451K and bringing the position to 28,292 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #185.

Robertson Stephens Wealth Management first reported a position in EMB in Q4 2018 and has held it in 29 quarters since. The position peaked at $32.9M in Q4 2021. 347 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Robertson Stephens Wealth Management held 28,292 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.73M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 4,704 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $451K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Robertson Stephens Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $32.9M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.