Sage Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sage Advisory 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	$261K	Hold	2,707	–	–	0.13%	41
2026 Q1	$254K	Sell	2,707 -640	-19%	-$61.5K	0.14%	39
2025 Q4	$322K	Sell	3,347 -1,320	-28%	-$127K	0.18%	41
2025 Q3	$444K	Sell	4,667 -685	-13%	-$64.1K	0.23%	40
2025 Q2	$496K	Sell	5,352 -145	-3%	-$13.1K	0.27%	38
2025 Q1	$498K	Hold	5,497	–	–	0.29%	34
2024 Q4	$489K	Sell	5,497 -2,280	-29%	-$208K	0.29%	36
2024 Q3	$688K	Hold	7,777	–	–	0.19%	34
2024 Q2	$688K	Buy	7,777 +2,610	+51%	+$231K	0.19%	34
2024 Q1	$463K	Sell	5,167 -343	-6%	-$30.2K	0.13%	41
2023 Q4	$491K	Buy	5,510 +123	+2%	+$10.4K	0.13%	46
2023 Q3	$445K	Buy	5,387 +1,015	+23%	+$86.6K	0.12%	42
2023 Q2	$378K	Buy	+4,372	New	+$373K	0.11%	44
2022 Q1	–	Sell	-19,004	Closed	-$2.07M	–	53
2021 Q4	$2.07M	Sell	19,004 -13,274	-41%	-$1.45M	0.51%	33
2021 Q3	$3.55M	Buy	32,278 +1,196	+4%	+$134K	0.92%	29
2021 Q2	$3.5M	Sell	31,082 -3,461	-10%	-$385K	0.96%	28
2021 Q1	$3.76M	Buy	34,543 +6,946	+25%	+$776K	0.92%	26
2020 Q4	$3.2M	Buy	27,597 +148	+0.5%	+$16.8K	0.84%	27
2020 Q3	$3.04M	Sell	27,449 -7,752	-22%	-$871K	1%	28
2020 Q2	$3.84M	Buy	35,201 +548	+2%	+$56.7K	1.21%	22
2020 Q1	$3.37M	Sell	34,653 -11,706	-25%	-$1.29M	1.3%	24
2019 Q4	$5.31M	Buy	46,359 +3,805	+9%	+$430K	1.68%	19
2019 Q3	$4.82M	Sell	42,554 -11,524	-21%	-$1.31M	1.58%	21
2019 Q2	$6.13M	Sell	54,078 -23,443	-30%	-$2.58M	1.8%	20
2019 Q1	$8.53M	Buy	77,521 +13,438	+21%	+$1.45M	0.82%	26
2018 Q4	$6.66M	Sell	64,083 -1,502	-2%	-$157K	0.7%	26
2018 Q3	$7.07M	Buy	+65,585	New	+$7.04M	0.67%	30
2018 Q2	–	Sell	-104,645	Closed	-$11.8M	–	52
2018 Q1	$11.8M	Buy	+104,645	New	+$11.9M	1.18%	24

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Sage Advisory Services's EMB Position: Q2 2026 in Review

Sage Advisory Services held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 2,707 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #41.

Sage Advisory Services first reported a position in EMB in Q1 2018 and has held it in 28 quarters since. The position peaked at $11.8M in Q1 2018. 350 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Sage Advisory Services held 2,707 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $261K as of Q2 2026.
Sage Advisory Services left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.13% of Sage Advisory Services's portfolio in Q2 2026, its #41 holding.
Sage Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 28 quarters since.
Sage Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11.8M in Q1 2018.
350 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.