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

Strategic Financial Services’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 		$404K Sell
4,305
-131
-3% -$12.6K 0.02% 115
2025
Q4 		$429K Buy
4,436
+88
+2% +$8.46K 0.02% 107
2025
Q3 		$414K Sell
4,348
-186
-4% -$17.4K 0.02% 101
2025
Q2 		$420K Sell
4,534
-14
-0.3% -$1.26K 0.02% 98
2025
Q1 		$412K Sell
4,548
-1,896
-29% -$172K 0.02% 98
2024
Q4 		$574K Sell
6,444
-1,188
-16% -$108K 0.03% 82
2024
Q3 		$714K Sell
7,632
-71
-0.9% -$6.47K 0.04% 75
2024
Q2 		$682K Sell
7,703
-110
-1% -$9.75K 0.04% 73
2024
Q1 		$701K Sell
7,813
-158
-2% -$13.9K 0.05% 74
2023
Q4 		$710K Buy
7,971
+118
+2% +$9.94K 0.05% 72
2023
Q3 		$648K Sell
7,853
-145
-2% -$12.4K 0.05% 76
2023
Q2 		$691K Sell
7,998
-439
-5% -$37.5K 0.05% 80
2023
Q1 		$728K Sell
8,437
-35
-0.4% -$3.02K 0.06% 74
2022
Q4 		$717K Sell
8,472
-77,673
-90% -$6.42M 0.06% 73
2022
Q3 		$6.84M Buy
86,145
+51,936
+152% +$4.44M 0.6% 20
2022
Q2 		$2.92M Sell
34,209
-30,176
-47% -$2.73M 0.25% 35
2022
Q1 		$6.29M Sell
64,385
-5,416
-8% -$549K 0.48% 19
2021
Q4 		$7.61M Buy
69,801
+11,051
+19% +$1.21M 0.57% 21
2021
Q3 		$6.47M Sell
58,750
-1,391
-2% -$156K 0.51% 19
2021
Q2 		$6.76M Sell
60,141
-156
-0.3% -$17.4K 0.54% 18
2021
Q1 		$6.57M Buy
60,297
+8
+0% +$894 0.55% 19
2020
Q4 		$6.99M Sell
60,289
-860
-1% -$97.4K 0.63% 19
2020
Q3 		$6.78M Sell
61,149
-886
-1% -$99.5K 0.7% 19
2020
Q2 		$6.78M Buy
+62,035
New +$6.42M 0.75% 21

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 $2.44B AUM

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

Strategic Financial Services reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3% in Q1 2026, selling an estimated $12.6K and leaving 4,305 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #115.

Strategic Financial Services first reported a position in EMB in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.61M in Q4 2021. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Strategic Financial Services held 4,305 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $404K as of Q1 2026.
  • Strategic Financial Services sold 131 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $12.6K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Strategic Financial Services's portfolio in Q1 2026, its #115 holding.
  • Strategic Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Strategic Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.61M in Q4 2021.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.