Shepherd Financial Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Shepherd Financial 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	$211K	Hold	2,184	–	–	0.02%	246
2026 Q1	$205K	Sell	2,184 -40,542	-95%	-$3.9M	0.02%	235
2025 Q4	$4.11M	Buy	42,726 +480	+1%	+$46.1K	0.38%	54
2025 Q3	$4.02M	Buy	42,246 +1,132	+3%	+$106K	0.38%	53
2025 Q2	$3.81M	Buy	41,114 +1,944	+5%	+$175K	0.4%	50
2025 Q1	$3.55M	Buy	+39,170	New	+$3.55M	0.42%	48

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

Shepherd Financial Partners's EMB Position: Q2 2026 in Review

Shepherd Financial Partners held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 2,184 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #246.

Shepherd Financial Partners first reported a position in EMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.11M in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Shepherd Financial Partners held 2,184 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $211K as of Q2 2026.
Shepherd Financial Partners left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #246 holding.
Shepherd Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and has held it in 6 quarters since.
Shepherd Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.11M in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.