Strategic Financial Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Strategic Financial Partners’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	$1.01M	Sell	10,429 -6,960	-40%	-$667K	0.38%	45
2026 Q1	$1.63M	Buy	17,389 +11,397	+190%	+$1.1M	0.71%	26
2025 Q4	$577K	Buy	5,992 +854	+17%	+$82.1K	0.25%	47
2025 Q3	$489K	Sell	5,138 -23	-0.4%	-$2.15K	0.22%	51
2025 Q2	$478K	Sell	5,161 -9,074	-64%	-$817K	0.22%	51
2025 Q1	$1.29M	Buy	14,235 +9,162	+181%	+$829K	0.68%	28
2024 Q4	$452K	Buy	5,073 +968	+24%	+$88.4K	0.23%	49
2024 Q3	$384K	Sell	4,105 -105	-2%	-$9.57K	0.2%	50
2024 Q2	$373K	Buy	4,210 +449	+12%	+$39.8K	0.21%	51
2024 Q1	$337K	Sell	3,761 -3,925	-51%	-$346K	0.19%	56
2023 Q4	$685K	Sell	7,686 -36	-0.5%	-$3.03K	0.4%	34
2023 Q3	$637K	Sell	7,722 -78	-1%	-$6.65K	0.39%	36
2023 Q2	$675K	Sell	7,800 -6,683	-46%	-$570K	0.38%	38
2023 Q1	$1.25M	Buy	14,483 +10,097	+230%	+$870K	0.77%	23
2022 Q4	$371K	Buy	4,386 +3	+0.1%	+$248	0.23%	48
2022 Q3	$348K	Sell	4,383 -662	-13%	-$56.6K	0.22%	44
2022 Q2	$431K	Sell	5,045 -219	-4%	-$19.8K	0.25%	42
2022 Q1	$515K	Buy	5,264 +210	+4%	+$21.3K	0.26%	43
2021 Q4	$551K	Sell	5,054 -1,062	-17%	-$116K	0.27%	45
2021 Q3	$673K	Buy	6,116 +627	+11%	+$70.4K	0.36%	39
2021 Q2	$617K	Buy	5,489 +357	+7%	+$39.7K	0.34%	41
2021 Q1	$559K	Buy	5,132 +791	+18%	+$88.4K	0.33%	41
2020 Q4	$503K	Sell	4,341 -64	-1%	-$7.25K	0.33%	41
2020 Q3	$488K	Buy	4,405 +1,286	+41%	+$144K	0.38%	38
2020 Q2	$341K	Sell	3,119 -2,594	-45%	-$268K	0.28%	46
2020 Q1	$552K	Buy	5,713 +223	+4%	+$24.6K	0.59%	32
2019 Q4	$629K	Buy	+5,490	New	+$620K	0.51%	33

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Strategic Financial Partners's EMB Position: Q2 2026 in Review

Strategic Financial Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 40% in Q2 2026, selling an estimated $667K and leaving 10,429 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #45.

Strategic Financial Partners first reported a position in EMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q1 2026. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Strategic Financial Partners held 10,429 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.01M as of Q2 2026.
Strategic Financial Partners sold 6,960 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $667K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.38% of Strategic Financial Partners's portfolio in Q2 2026, its #45 holding.
Strategic Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 27 quarters since.
Strategic Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.63M in Q1 2026.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.