Rockingstone Advisors
EMB icon

Rockingstone Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rockingstone Advisors’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 		$612K Sell
6,732
-360
-5% -$34K 0.25% 78
2026
Q2 		$684K Buy
7,092
+85
+1% +$8.14K 0.27% 76
2026
Q1 		$658K Buy
7,007
+451
+7% +$43.3K 0.3% 75
2025
Q4 		$631K Sell
6,556
-315
-5% -$30.3K 0.29% 76
2025
Q3 		$654K Hold
6,871
– – 0.32% 74
2025
Q2 		$636K Buy
6,871
+580
+9% +$52.2K 0.33% 72
2025
Q1 		$570K Hold
6,291
– – 0.26% 78
2024
Q4 		$560K Buy
6,291
+92
+1% +$8.4K 0.25% 79
2024
Q3 		$580K Sell
6,199
-265
-4% -$24.2K 0.28% 75
2024
Q2 		$572K Buy
6,464
+934
+17% +$82.8K 0.29% 75
2024
Q1 		$496K Buy
5,530
+170
+3% +$15K 0.26% 82
2023
Q4 		$477K Buy
5,360
+275
+5% +$23.2K 0.27% 81
2023
Q3 		$420K Sell
5,085
-40
-0.8% -$3.41K 0.23% 85
2023
Q2 		$444K Buy
5,125
+30
+0.6% +$2.56K 0.25% 81
2023
Q1 		$440K Buy
5,095
+1,740
+52% +$150K 0.27% 80
2022
Q4 		$284K Buy
+3,355
New +$277K 0.21% 93

Other funds holding EMB

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
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rockingstone Advisors's EMB Position: Q3 2026 in Review

Rockingstone Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.1% in Q3 2026, selling an estimated $34K and leaving 6,732 shares worth $612K. The position accounts for 0.25% of the portfolio, ranked #78.

Rockingstone Advisors first reported a position in EMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $684K in Q2 2026. 468 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Rockingstone Advisors held 6,732 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $612K as of Q3 2026.
  • Rockingstone Advisors sold 360 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $34K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.25% of Rockingstone Advisors's portfolio in Q3 2026, its #78 holding.
  • Rockingstone Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $684K in Q2 2026.
  • 468 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.