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Stone House Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Stone House Investment 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 		$13K Sell
135
-561
-81% -$53.7K ﹤0.01% 389
2026
Q1 		$65.4K Sell
696
-33,612
-98% -$3.23M 0.01% 151
2025
Q4 		$3.3M Buy
34,308
+2,486
+8% +$239K 0.51% 25
2025
Q3 		$3.03M Buy
31,822
+4,008
+14% +$375K 0.51% 26
2025
Q2 		$2.58M Buy
27,814
+2,766
+11% +$249K 0.47% 25
2025
Q1 		$2.27M Buy
25,048
+7,937
+46% +$719K 0.46% 24
2024
Q4 		$1.52M Sell
17,111
-3,810
-18% -$348K 0.39% 25
2024
Q3 		$1.96M Sell
20,921
-1,557
-7% -$142K 0.4% 23
2024
Q2 		$1.99M Buy
22,478
+1,256
+6% +$111K 0.52% 21
2024
Q1 		$1.9M Buy
21,222
+8,485
+67% +$747K 0.45% 24
2023
Q4 		$1.13M Sell
12,737
-494
-4% -$41.6K 0.39% 26
2023
Q3 		$1.09M Sell
13,231
-2,700
-17% -$230K 0.38% 24
2023
Q2 		$1.38M Buy
15,931
+457
+3% +$39K 0.5% 18
2023
Q1 		$1.34M Buy
+15,474
New +$1.33M 0.45% 19
2019
Q2 		– Sell
-31,273
Closed -$3.44M – 78
2019
Q1 		$3.44M Buy
31,273
+452
+1% +$48.8K 1.79% 20
2018
Q4 		$3.2M Buy
30,821
+386
+1% +$40.4K 2.02% 17
2018
Q3 		$3.28M Buy
30,435
+11,013
+57% +$1.18M 1.88% 20
2018
Q2 		$2.07M Sell
19,422
-7,023
-27% -$766K 1.32% 22
2018
Q1 		$2.98M Buy
26,445
+2,577
+11% +$293K 1.94% 18
2017
Q4 		$2.77M Sell
23,868
-21,916
-48% -$2.53M 1.88% 17
2017
Q3 		$5.33M Buy
45,784
+1,419
+3% +$164K 3.8% 8
2017
Q2 		$5.07M Buy
44,365
+2,381
+6% +$273K 3.64% 9
2017
Q1 		$4.77M Sell
41,984
-14,634
-26% -$1.65M 3.58% 10
2016
Q4 		$6.24M Buy
+56,618
New +$6.35M 5.25% 6

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

Stone House Investment Management's EMB Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 81% in Q2 2026, selling an estimated $53.7K and leaving 135 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Stone House Investment Management first reported a position in EMB in Q4 2016 and has held it in 24 quarters since. The position peaked at $6.24M in Q4 2016. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Stone House Investment Management held 135 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $13K as of Q2 2026.
  • Stone House Investment Management sold 561 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $53.7K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #389 holding.
  • Stone House Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 24 quarters since.
  • Stone House Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.24M in Q4 2016.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.