SHP Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SHP Wealth Management’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	$244K	Sell	2,601 -404	-13%	-$38.8K	0.02%	232
2025 Q4	$289K	Buy	+3,005	New	+$289K	0.02%	207

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

SHP Wealth Management's EMB Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 13% in Q1 2026, selling an estimated $38.8K and leaving 2,601 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #232.

SHP Wealth Management first reported a position in EMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $289K in Q4 2025. 841 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

SHP Wealth Management held 2,601 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $244K as of Q1 2026.
SHP Wealth Management sold 404 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $38.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #232 holding.
SHP Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $289K in Q4 2025.
841 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.