Sincerus Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sincerus Advisory’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 Q2	$2.56M	Buy	26,547 +1,525	+6%	+$146K	1.74%	16
2026 Q1	$2.35M	Buy	25,022 +801	+3%	+$77K	1.78%	17
2025 Q4	$2.33M	Buy	24,221 +2,431	+11%	+$234K	1.87%	15
2025 Q3	$2.07M	Buy	21,790 +3,252	+18%	+$304K	1.78%	17
2025 Q2	$1.72M	Buy	18,538 +830	+5%	+$74.7K	1.62%	19
2025 Q1	$1.6M	Buy	17,708 +175	+1%	+$15.8K	1.69%	18
2024 Q4	$1.56M	Buy	+17,533	New	+$1.6M	1.67%	17

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Sincerus Advisory's EMB Position: Q2 2026 in Review

Sincerus Advisory increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.1% in Q2 2026, buying an estimated $146K and bringing the position to 26,547 shares worth $2.56M. The position accounts for 1.74% of the portfolio, ranked #16.

Sincerus Advisory first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Sincerus Advisory held 26,547 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.56M as of Q2 2026.
Sincerus Advisory bought 1,525 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $146K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.74% of Sincerus Advisory's portfolio in Q2 2026, its #16 holding.
Sincerus Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.