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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Strategic Financial Partners's EMB Position: Q1 2026 in Review

Strategic Financial Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 190% in Q1 2026, buying an estimated $1.1M and bringing the position to 17,389 shares worth $1.63M. The position accounts for 0.71% of the portfolio, ranked #26.

Strategic Financial Partners first reported a position in EMB in Q4 2019 and has held it in 26 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Strategic Financial Partners held 17,389 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.63M as of Q1 2026.
  • Strategic Financial Partners bought 11,397 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.1M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.71% of Strategic Financial Partners's portfolio in Q1 2026, its #26 holding.
  • Strategic Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.