Spectrum Wealth Counsel’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$1.36M	Sell	15,033 -341	-2%	-$30.9K	0.16%	68
2024 Q4	$1.37M	Sell	15,374 -6,520	-30%	-$595K	0.16%	73
2024 Q3	$2.05M	Buy	21,894 +5,583	+34%	+$509K	0.24%	69
2024 Q2	$1.44M	Buy	16,311 +1,245	+8%	+$110K	0.18%	66
2024 Q1	$1.35M	Sell	15,066 -7,560	-33%	-$666K	0.17%	78
2023 Q4	$2.02M	Buy	+22,626	New	+$1.91M	0.28%	70

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Spectrum Wealth Counsel's EMB Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.2% in Q1 2025, selling an estimated $30.9K and leaving 15,033 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #68.

Spectrum Wealth Counsel first reported a position in EMB in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.05M in Q3 2024. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

Spectrum Wealth Counsel held 15,033 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.36M as of Q1 2025.
Spectrum Wealth Counsel sold 341 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $30.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.16% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #68 holding.
Spectrum Wealth Counsel first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.05M in Q3 2024.
876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.