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 Q3	$2.5M	Buy	27,522 +975	+4%	+$92.2K	1.63%	19
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sincerus Advisory's EMB Position: Q3 2026 in Review

Sincerus Advisory increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.7% in Q3 2026, buying an estimated $92.2K and bringing the position to 27,522 shares worth $2.5M. The position accounts for 1.63% of the portfolio, ranked #19.

Sincerus Advisory first reported a position in EMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.56M in Q2 2026. 194 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Sincerus Advisory held 27,522 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.5M as of Q3 2026.
Sincerus Advisory bought 975 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $92.2K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.63% of Sincerus Advisory's portfolio in Q3 2026, its #19 holding.
Sincerus Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.56M in Q2 2026.
194 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.