SWP Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SWP Financial’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	–	Sell	-17,054	Closed	-$1.64M	–	73
2025 Q4	$1.64M	Buy	17,054 +196	+1%	+$18.8K	0.82%	32
2025 Q3	$1.6M	Buy	16,858 +194	+1%	+$18.2K	0.82%	31
2025 Q2	$1.54M	Buy	16,664 +504	+3%	+$45.4K	0.85%	32
2025 Q1	$1.46M	Buy	16,160 +4,222	+35%	+$382K	0.89%	29
2024 Q4	$1.06M	Buy	+11,938	New	+$1.09M	0.64%	32

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

SWP Financial's EMB Position: Q1 2026 in Review

SWP Financial sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 17,054 shares — an estimated $1.64M sold.

SWP Financial first reported a position in EMB in Q4 2024 and held it in 5 quarters. The position peaked at $1.64M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

SWP Financial reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
SWP Financial sold 17,054 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.64M.
SWP Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 5 quarters.
SWP Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.64M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on SWP Financial's 13F filing for Q1 2026, filed 17 Apr 2026.