Sierra Ocean’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sierra Ocean’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	$5.28M	Buy	56,251 +1,496	+3%	+$144K	4.34%	9
2025 Q4	$5.27M	Buy	54,755 +1,966	+4%	+$189K	4.36%	9
2025 Q3	$5.03M	Buy	52,789 +2,849	+6%	+$267K	4.22%	9
2025 Q2	$4.63M	Buy	49,940 +1,056	+2%	+$95.1K	3.33%	11
2025 Q1	$4.43M	Buy	48,884 +2,647	+6%	+$240K	3.49%	11
2024 Q4	$4.12M	Buy	+46,237	New	+$4.22M	3.36%	11

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

Sierra Ocean's EMB Position: Q1 2026 in Review

Sierra Ocean increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.7% in Q1 2026, buying an estimated $144K and bringing the position to 56,251 shares worth $5.28M. The position accounts for 4.34% of the portfolio, ranked #9.

Sierra Ocean first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Sierra Ocean held 56,251 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5.28M as of Q1 2026.
Sierra Ocean bought 1,496 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $144K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 4.34% of Sierra Ocean's portfolio in Q1 2026, its #9 holding.
Sierra Ocean first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.