Stratos Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Stratos Investment Management’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	$279K	Buy	2,893 +60	+2%	+$5.75K	0.01%	333
2026 Q1	$266K	Buy	2,833 +267	+10%	+$25.7K	0.01%	321
2025 Q4	$247K	Sell	2,566 -241	-9%	-$23.2K	0.01%	318
2025 Q3	$267K	Sell	2,807 -1,530	-35%	-$143K	0.01%	309
2025 Q2	$402K	Sell	4,337 -2	-0%	-$180	0.02%	276
2025 Q1	$393K	Sell	4,339 -253	-6%	-$22.9K	0.02%	232
2024 Q4	$409K	Buy	4,592 +25	+0.5%	+$2.28K	0.02%	187
2024 Q3	$427K	Buy	4,567 +624	+16%	+$56.9K	0.03%	171
2024 Q2	$349K	Buy	+3,943	New	+$350K	0.03%	167
2022 Q1	–	Sell	-4,578	Closed	-$499K	–	169
2021 Q4	$499K	Sell	4,578 -2,484	-35%	-$271K	0.08%	122
2021 Q3	$777K	Buy	7,062 +5,188	+277%	+$583K	0.14%	112
2021 Q2	$211K	Sell	1,874 -512	-21%	-$57K	0.06%	122
2021 Q1	$260K	Buy	+2,386	New	+$267K	0.08%	112

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Stratos Investment Management's EMB Position: Q2 2026 in Review

Stratos Investment Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.1% in Q2 2026, buying an estimated $5.75K and bringing the position to 2,893 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #333.

Stratos Investment Management first reported a position in EMB in Q1 2021 and has held it in 13 quarters since. The position peaked at $777K in Q3 2021. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Stratos Investment Management held 2,893 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $279K as of Q2 2026.
Stratos Investment Management bought 60 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $5.75K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #333 holding.
Stratos Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 13 quarters since.
Stratos Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $777K in Q3 2021.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.