Shore Point Advisors
EMB icon

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

Shore Point 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 		$1.86M Buy
20,420
+1,929
+10% +$182K 0.59% 28
2026
Q2 		$1.78M Buy
18,491
+494
+3% +$47.3K 0.61% 29
2026
Q1 		$1.69M Buy
17,997
+225
+1% +$21.6K 0.67% 30
2025
Q4 		$1.71M Buy
17,772
+710
+4% +$68.2K 0.72% 28
2025
Q3 		$1.62M Buy
17,062
+104
+0.6% +$9.7K 0.72% 27
2025
Q2 		$1.57M Sell
16,958
-146
-0.9% -$13.1K 0.75% 25
2025
Q1 		$1.55M Sell
17,104
-35
-0.2% -$3.17K 0.82% 24
2024
Q4 		$1.53M Sell
17,139
-218
-1% -$19.9K 0.82% 25
2024
Q3 		$1.62M Sell
17,357
-1,332
-7% -$121K 0.87% 24
2024
Q2 		$1.65M Buy
18,689
+144
+0.8% +$12.8K 0.94% 23
2024
Q1 		$1.66M Sell
18,545
-515
-3% -$45.4K 0.95% 22
2023
Q4 		$1.7M Buy
19,060
+6,502
+52% +$548K 1.05% 20
2023
Q3 		$1.04M Buy
12,558
+2,307
+23% +$197K 0.75% 25
2023
Q2 		$887K Buy
10,251
+142
+1% +$12.1K 0.63% 29
2023
Q1 		$872K Buy
10,109
+123
+1% +$10.6K 0.66% 29
2022
Q4 		$845K Buy
+9,986
New +$825K 0.69% 27
2022
Q1 		– Sell
-27
Closed -$3K – 82
2021
Q4 		$3K Buy
+27
New +$2.95K ﹤0.01% 167

Other funds holding EMB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shore Point Advisors's EMB Position: Q3 2026 in Review

Shore Point Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 10% in Q3 2026, buying an estimated $182K and bringing the position to 20,420 shares worth $1.86M. The position accounts for 0.59% of the portfolio, ranked #28.

Shore Point Advisors first reported a position in EMB in Q4 2021 and has held it in 17 quarters since. 563 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Shore Point Advisors held 20,420 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.86M as of Q3 2026.
  • Shore Point Advisors bought 1,929 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $182K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.59% of Shore Point Advisors's portfolio in Q3 2026, its #28 holding.
  • Shore Point Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.