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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Investment Advisors's EMB Position: Q1 2026 in Review

Strategic Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 93% in Q1 2026, selling an estimated $8.54M and leaving 6,217 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #207.

Strategic Investment Advisors first reported a position in EMB in Q4 2018 and has held it in 28 quarters since. The position peaked at $15.7M in Q3 2020. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Strategic Investment Advisors held 6,217 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $575K as of Q1 2026.
Strategic Investment Advisors sold 88,887 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $8.54M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #207 holding.
Strategic Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 28 quarters since.
Strategic Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15.7M in Q3 2020.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.