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 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Shepherd Financial Partners's EMB Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 95% in Q1 2026, selling an estimated $3.9M and leaving 2,184 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #235.

Shepherd Financial Partners first reported a position in EMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.11M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Shepherd Financial Partners held 2,184 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $205K as of Q1 2026.
Shepherd Financial Partners sold 40,542 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.9M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #235 holding.
Shepherd Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and has held it in 5 quarters since.
Shepherd Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.11M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.