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

ShoreHaven 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 Q1	–	Sell	-7,757	Closed	-$747K	–	105
2025 Q4	$747K	Sell	7,757 -398	-5%	-$38.2K	0.27%	59
2025 Q3	$776K	Buy	8,155 +104	+1%	+$9.74K	0.29%	56
2025 Q2	$746K	Buy	8,051 +34	+0.4%	+$3.06K	0.31%	56
2025 Q1	$726K	Sell	8,017 -322	-4%	-$29.2K	0.35%	51
2024 Q4	$743K	Sell	8,339 -31	-0.4%	-$2.83K	0.35%	47
2024 Q3	$783K	Buy	8,370 +80	+1%	+$7.29K	0.38%	44
2024 Q2	$734K	Sell	8,290 -4,205	-34%	-$373K	0.39%	43
2024 Q1	$1.12M	Buy	12,495 +4,938	+65%	+$435K	0.62%	39
2023 Q4	$673K	Buy	7,557 +285	+4%	+$24K	0.41%	45
2023 Q3	$600K	Sell	7,272 -143	-2%	-$12.2K	0.41%	45
2023 Q2	$642K	Sell	7,415 -2,589	-26%	-$221K	0.43%	39
2023 Q1	$863K	Buy	+10,004	New	+$862K	0.61%	32
2022 Q3	–	Sell	-8,276	Closed	-$706K	–	72
2022 Q2	$706K	Sell	8,276 -262	-3%	-$23.7K	0.51%	44
2022 Q1	$834K	Buy	+8,538	New	+$865K	0.44%	45
2021 Q2	–	Sell	-381	Closed	-$41K	–	118
2021 Q1	$41K	Sell	381 -11,839	-97%	-$1.32M	0.02%	129
2020 Q4	$1.42M	Buy	+12,220	New	+$1.38M	0.79%	29

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ShoreHaven Wealth Partners's EMB Position: Q1 2026 in Review

ShoreHaven Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 7,757 shares — an estimated $747K sold.

ShoreHaven Wealth Partners first reported a position in EMB in Q4 2020 and held it in 16 quarters. The position peaked at $1.42M in Q4 2020. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

ShoreHaven Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 7,757 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $747K.
ShoreHaven Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 16 quarters.
ShoreHaven Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.42M in Q4 2020.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.