Summit Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Summit Wealth Group’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	$112K	Buy	+1,164	New	+$111K	0.02%	127
2024 Q4	–	Sell	-2,896	Closed	-$271K	–	99
2024 Q3	$271K	Buy	2,896 +57	+2%	+$5.2K	0.08%	80
2024 Q2	$251K	Buy	+2,839	New	+$252K	0.08%	81
2023 Q3	–	Sell	-2,839	Closed	-$246K	–	46
2023 Q2	$246K	Buy	2,839 +2,793	+6,072%	+$238K	0.1%	66
2023 Q1	$4K	Buy	+46	New	+$3.96K	0.1%	60
2021 Q4	–	Sell	-5,625	Closed	-$619K	–	34
2021 Q3	$619K	Buy	+5,625	New	+$632K	0.98%	16
2021 Q1	–	Sell	-4,041	Closed	-$468K	–	191
2020 Q4	$468K	Hold	4,041	–	–	0.29%	29
2020 Q3	$448K	Buy	4,041 +74	+2%	+$8.31K	0.39%	21
2020 Q2	$433K	Sell	3,967 -326	-8%	-$33.7K	0.4%	20
2020 Q1	$415K	Buy	4,293 +337	+9%	+$37.2K	0.42%	20
2019 Q4	$453K	Buy	+3,956	New	+$447K	0.43%	19

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

Summit Wealth Group's EMB Position: Q2 2026 in Review

Summit Wealth Group opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 1,164 shares worth $112K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: Summit Wealth Group previously reported a position in EMB as recently as Q3 2024.

Summit Wealth Group first reported a position in EMB in Q4 2019 and has held it in 11 quarters since. The position peaked at $619K in Q3 2021. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Summit Wealth Group held 1,164 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $112K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Summit Wealth Group position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Summit Wealth Group's portfolio in Q2 2026, its #127 holding.
Summit Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 11 quarters since.
Summit Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $619K in Q3 2021.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.