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Strategic Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Strategic Investment Advisors’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 		$406K Sell
4,214
-2,003
-32% -$192K 0.02% 238
2026
Q1 		$575K Sell
6,217
-88,887
-93% -$8.54M 0.04% 207
2025
Q4 		$9.16M Sell
95,104
-566,447
-86% -$54.4M 0.79% 28
2025
Q3 		$12.2M Buy
661,551
+657,857
+17,809% +$61.6M 1.1% 24
2025
Q2 		$341K Sell
3,694
-151,167
-98% -$13.6M 0.03% 197
2025
Q1 		$14M Buy
154,861
+2,944
+2% +$267K 1.49% 20
2024
Q4 		$13.5M Buy
151,917
+14,245
+10% +$1.3M 1.44% 22
2024
Q3 		$12.9M Buy
137,672
+16,947
+14% +$1.54M 1.41% 19
2024
Q2 		$10.7M Buy
120,725
+3,734
+3% +$331K 1.3% 19
2024
Q1 		$10.5M Buy
116,991
+6,375
+6% +$561K 1.35% 18
2023
Q4 		$9.85M Buy
110,616
+107,315
+3,251% +$9.04M 1.42% 19
2023
Q3 		$272K Buy
+3,301
New +$282K 0.04% 210
2023
Q2 		– Sell
-3,169
Closed -$273K – 198
2023
Q1 		$273K Sell
3,169
-124,727
-98% -$10.7M 0.05% 210
2022
Q4 		$10.8M Buy
+127,896
New +$10.6M 2.24% 10
2022
Q3 		– Sell
-4,579
Closed -$391K – 185
2022
Q2 		$391K Sell
4,579
-290
-6% -$26.2K 0.08% 166
2022
Q1 		$476K Buy
4,869
+248
+5% +$25.1K 0.09% 159
2021
Q4 		$504K Sell
4,621
-94,111
-95% -$10.3M 0.1% 158
2021
Q3 		$10.9M Buy
98,732
+9,260
+10% +$1.04M 2.38% 11
2021
Q2 		$10.1M Buy
89,472
+47,283
+112% +$5.26M 2.3% 11
2021
Q1 		$4.59M Sell
42,189
-32,872
-44% -$3.67M 1.19% 24
2020
Q4 		$8.7M Sell
75,061
-66,911
-47% -$7.58M 2.51% 11
2020
Q3 		$15.7M Buy
141,972
+8,437
+6% +$948K 5.32% 2
2020
Q2 		$14.6M Buy
133,535
+18,794
+16% +$1.94M 5.5% 2
2020
Q1 		$11.1M Buy
114,741
+5,786
+5% +$638K 5.09% 3
2019
Q4 		$12.5M Buy
108,955
+9,045
+9% +$1.02M 5.16% 3
2019
Q3 		$11.3M Buy
99,910
+10,226
+11% +$1.16M 5.43% 3
2019
Q2 		$10.2M Buy
89,684
+14,787
+20% +$1.63M 5.56% 3
2019
Q1 		$8.24M Buy
74,897
+16,856
+29% +$1.82M 5.65% 3
2018
Q4 		$6.03M Buy
+58,041
New +$6.07M 5.42% 3

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

Strategic Investment Advisors's EMB Position: Q2 2026 in Review

Strategic Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 32% in Q2 2026, selling an estimated $192K and leaving 4,214 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #238.

Strategic Investment Advisors first reported a position in EMB in Q4 2018 and has held it in 29 quarters since. The position peaked at $15.7M in Q3 2020. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Strategic Investment Advisors held 4,214 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $406K as of Q2 2026.
  • Strategic Investment Advisors sold 2,003 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $192K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Strategic Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Strategic Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15.7M in Q3 2020.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.