Stratos Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Stratos Wealth 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
2025 Q1	–	Sell	-8,405	Closed	-$748K	–	687
2024 Q4	$748K	Buy	8,405 +1,023	+14%	+$93.4K	0.04%	384
2024 Q3	$691K	Buy	7,382 +31	+0.4%	+$2.83K	0.03%	422
2024 Q2	$650K	Sell	7,351 -1,068	-13%	-$94.7K	0.03%	412
2024 Q1	$755K	Sell	8,419 -8,262	-50%	-$728K	0.04%	377
2023 Q4	$1.49M	Sell	16,681 -9,440	-36%	-$795K	0.09%	259
2023 Q3	$2.16M	Buy	26,121 +11,132	+74%	+$950K	0.14%	189
2023 Q2	$1.3M	Buy	14,989 +3,041	+25%	+$260K	0.09%	249
2023 Q1	$1.03M	Buy	+11,948	New	+$1.03M	0.08%	279
2022 Q1	–	Sell	-5,421	Closed	-$591K	–	527
2021 Q4	$591K	Sell	5,421 -4,290	-44%	-$468K	0.04%	366
2021 Q3	$1.07M	Sell	9,711 -8,237	-46%	-$925K	0.09%	244
2021 Q2	$2.02M	Buy	17,948 +227	+1%	+$25.3K	0.18%	152
2021 Q1	$1.93M	Buy	17,721 +7,666	+76%	+$857K	0.2%	132
2020 Q4	$1.17M	Buy	+10,055	New	+$1.14M	0.16%	148
2020 Q2	–	Sell	-24	Closed	-$2K	–	287
2020 Q1	$2K	Buy	+24	New	+$2.65K	﹤0.01%	277

Other funds holding EMB

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Stratos Wealth Advisors's EMB Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 8,405 shares — an estimated $748K sold.

Stratos Wealth Advisors first reported a position in EMB in Q1 2020 and held it in 14 quarters. The position peaked at $2.16M in Q3 2023. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

Stratos Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 8,405 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $748K.
Stratos Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and held it in 14 quarters.
Stratos Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.16M in Q3 2023.
876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.