Sagespring Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sagespring Wealth Partners’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	$1.21M	Sell	12,577 -1,669	-12%	-$160K	0.02%	303
2026 Q1	$1.34M	Sell	14,246 -151,111	-91%	-$14.5M	0.02%	263
2025 Q4	$15.9M	Buy	165,357 +10,472	+7%	+$1.01M	0.29%	54
2025 Q3	$14.7M	Sell	154,885 -8,932	-5%	-$836K	0.29%	51
2025 Q2	$15.2M	Buy	163,817 +5,491	+3%	+$494K	0.33%	48
2025 Q1	$14.3M	Buy	158,326 +5,425	+4%	+$491K	0.36%	45
2024 Q4	$13.6M	Buy	+152,901	New	+$14M	0.36%	44

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

Sagespring Wealth Partners's EMB Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 12% in Q2 2026, selling an estimated $160K and leaving 12,577 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #303.

Sagespring Wealth Partners first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Sagespring Wealth Partners held 12,577 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.21M as of Q2 2026.
Sagespring Wealth Partners sold 1,669 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $160K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #303 holding.
Sagespring Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15.9M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.