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

Spire 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
Q2 		$12.4M Sell
128,471
-663
-0.5% -$63.5K 0.37% 64
2026
Q1 		$12.1M Buy
129,134
+4,393
+4% +$422K 0.41% 53
2025
Q4 		$12M Sell
124,741
-460
-0.4% -$44.2K 0.4% 53
2025
Q3 		$11.9M Sell
125,201
-2,571
-2% -$241K 0.41% 52
2025
Q2 		$11.8M Sell
127,772
-19,115
-13% -$1.72M 0.42% 52
2025
Q1 		$13.3M Buy
146,887
+1,041
+0.7% +$94.2K 0.43% 45
2024
Q4 		$13M Sell
145,846
-2,764
-2% -$252K 0.4% 50
2024
Q3 		$13.9M Sell
148,610
-1,764
-1% -$161K 0.47% 44
2024
Q2 		$13.3M Sell
150,374
-17,020
-10% -$1.51M 0.47% 43
2024
Q1 		$61.4M Buy
167,394
+5,725
+4% +$504K 1.11% 21
2023
Q4 		$14.1M Sell
161,669
-7,336
-4% -$618K 0.47% 45
2023
Q3 		$13.9M Buy
169,005
+2,272
+1% +$194K 0.53% 41
2023
Q2 		$14.4M Buy
166,733
+7,292
+5% +$622K 0.53% 37
2023
Q1 		$13.8M Buy
159,441
+63,175
+66% +$5.44M 0.54% 34
2022
Q4 		$8.14M Buy
96,266
+2,401
+3% +$198K 0.46% 50
2022
Q3 		$7.45M Sell
93,865
-6,482
-6% -$554K 0.45% 50
2022
Q2 		$8.56M Sell
100,347
-33,593
-25% -$3.04M 0.35% 72
2022
Q1 		$13.1M Buy
133,940
+8,100
+6% +$821K 0.35% 75
2021
Q4 		$13.7M Buy
125,840
+2,111
+2% +$230K 0.3% 96
2021
Q3 		$13.7M Buy
123,729
+8,978
+8% +$1.01M 0.36% 75
2021
Q2 		$13M Buy
114,751
+3,310
+3% +$368K 0.35% 75
2021
Q1 		$12.1M Buy
+111,441
New +$12.5M 0.32% 89

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Spire Wealth Management's EMB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.51% in Q2 2026, selling an estimated $63.5K and leaving 128,471 shares worth $12.4M. The position accounts for 0.37% of the portfolio, ranked #64.

Spire Wealth Management first reported a position in EMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $61.4M in Q1 2024. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Spire Wealth Management held 128,471 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $12.4M as of Q2 2026.
  • Spire Wealth Management sold 663 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $63.5K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.37% of Spire Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Spire Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $61.4M in Q1 2024.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.