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

Strategic Wealth 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	$94.4K	Buy	1,005 +271	+37%	+$26K	0.01%	407
2025 Q4	$70.7K	Sell	734 -1,186	-62%	-$114K	﹤0.01%	459
2025 Q3	$183K	Buy	1,920 +1,609	+517%	+$151K	0.01%	346
2025 Q2	$28.8K	Buy	+311	New	+$28K	﹤0.01%	585
2019 Q2	–	Sell	-74	Closed	-$8K	–	751
2019 Q1	$8K	Buy	+74	New	+$7.98K	﹤0.01%	582

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 Wealth Partners's EMB Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 37% in Q1 2026, buying an estimated $26K and bringing the position to 1,005 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #407.

Strategic Wealth Partners first reported a position in EMB in Q1 2019 and has held it in 5 quarters since. The position peaked at $183K in Q3 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Strategic Wealth Partners held 1,005 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $94.4K as of Q1 2026.
Strategic Wealth Partners bought 271 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $26K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #407 holding.
Strategic Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 5 quarters since.
Strategic Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $183K in Q3 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.