Spire Wealth Management
EMB icon

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
Q3 		$11.8M Buy
130,329
+1,858
+1% +$176K 0.36% 64
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 		$13.6M 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

Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Spire Wealth Management's EMB Position: Q3 2026 in Review

Spire Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.4% in Q3 2026, buying an estimated $176K and bringing the position to 130,329 shares worth $11.8M. The position accounts for 0.36% of the portfolio, ranked #64.

Spire Wealth Management first reported a position in EMB in Q1 2021 and has held it in 23 quarters since. The position peaked at $61.4M in Q1 2024. 387 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Spire Wealth Management held 130,329 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $11.8M as of Q3 2026.
  • Spire Wealth Management bought 1,858 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $176K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.36% of Spire Wealth Management's portfolio in Q3 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 23 quarters since.
  • Spire Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $61.4M in Q1 2024.
  • 387 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.