Stokes Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Stokes Family Office’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	$1.06M	Sell	11,263 -28,094	-71%	-$2.7M	0.11%	126
2025 Q4	$3.79M	Buy	39,357 +4,924	+14%	+$473K	0.35%	68
2025 Q3	$3.28M	Buy	34,433 +160	+0.5%	+$15K	0.31%	74
2025 Q2	$3.17M	Buy	34,273 +1,383	+4%	+$125K	0.33%	69
2025 Q1	$2.98M	Buy	32,890 +7,981	+32%	+$723K	0.33%	68
2024 Q4	$2.22M	Buy	24,909 +2,984	+14%	+$272K	0.24%	81
2024 Q3	$2.05M	Buy	21,925 +754	+4%	+$68.7K	0.22%	80
2024 Q2	$1.87M	Sell	21,171 -354	-2%	-$31.4K	0.22%	85
2024 Q1	$1.93M	Buy	21,525 +1,334	+7%	+$117K	0.24%	84
2023 Q4	$1.8M	Sell	20,191 -358	-2%	-$30.2K	0.24%	86
2023 Q3	$1.7M	Sell	20,549 -6	-0%	-$512	0.2%	93
2023 Q2	$1.78M	Sell	20,555 -1,006	-5%	-$85.9K	0.21%	85
2023 Q1	$1.86M	Buy	+21,561	New	+$1.86M	0.23%	82

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 $3.04B AUM

Stokes Family Office's EMB Position: Q1 2026 in Review

Stokes Family Office reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 71% in Q1 2026, selling an estimated $2.7M and leaving 11,263 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #126.

Stokes Family Office first reported a position in EMB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.79M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Stokes Family Office held 11,263 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.06M as of Q1 2026.
Stokes Family Office sold 28,094 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $2.7M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of Stokes Family Office's portfolio in Q1 2026, its #126 holding.
Stokes Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 13 quarters since.
Stokes Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.79M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.