SSA Swiss Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SSA Swiss Advisors’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 Q1	$2.04M	Buy	21,697 +937	+5%	+$90K	0.95%	47
2025 Q4	$2M	Buy	20,760 +1,137	+6%	+$109K	0.93%	46
2025 Q3	$1.87M	Sell	19,623 -933	-5%	-$87.4K	0.87%	46
2025 Q2	$1.9M	Buy	20,556 +3,544	+21%	+$319K	0.92%	46
2025 Q1	$1.54M	Buy	+17,012	New	+$1.54M	0.79%	50

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

SSA Swiss Advisors's EMB Position: Q1 2026 in Review

SSA Swiss Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.5% in Q1 2026, buying an estimated $90K and bringing the position to 21,697 shares worth $2.04M. The position accounts for 0.95% of the portfolio, ranked #47.

SSA Swiss Advisors first reported a position in EMB in Q1 2025 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

SSA Swiss Advisors held 21,697 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.04M as of Q1 2026.
SSA Swiss Advisors bought 937 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $90K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.95% of SSA Swiss Advisors's portfolio in Q1 2026, its #47 holding.
SSA Swiss Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and has held it in 5 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.