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Sterling Investment Counsel’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sterling Investment 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
2026
Q2 		$477K Sell
4,948
-9
-0.2% -$862 0.11% 105
2026
Q1 		$466K Buy
4,957
+490
+11% +$47.1K 0.13% 103
2025
Q4 		$398K Buy
+4,467
New +$429K 0.11% 117
2025
Q3 		– Sell
-4,173
Closed -$387K – 140
2025
Q2 		$387K Sell
4,173
-312
-7% -$28.1K 0.23% 74
2025
Q1 		$406K Buy
4,485
+326
+8% +$29.5K 0.14% 108
2024
Q4 		$370K Buy
4,159
+1,262
+44% +$115K 0.24% 71
2024
Q3 		$271K Sell
2,897
-1
-0% -$91 0.1% 134
2024
Q2 		$256K Sell
2,898
-127
-4% -$11.3K 0.1% 133
2024
Q1 		$271K Buy
3,025
+330
+12% +$29.1K 0.13% 126
2023
Q4 		$240K Buy
2,695
+14
+0.5% +$1.18K 0.12% 131
2023
Q3 		$221K Buy
+2,681
New +$229K 0.13% 133

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Sterling Investment Counsel's EMB Position: Q2 2026 in Review

Sterling Investment Counsel reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.18% in Q2 2026, selling an estimated $862 and leaving 4,948 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #105.

Sterling Investment Counsel first reported a position in EMB in Q3 2023 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Sterling Investment Counsel held 4,948 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $477K as of Q2 2026.
  • Sterling Investment Counsel sold 9 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $862.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of Sterling Investment Counsel's portfolio in Q2 2026, its #105 holding.
  • Sterling Investment Counsel first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.