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

SYM Financial Corp’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	$1.45K	Buy	+15	New	+$1.44K	﹤0.01%	517
2023 Q4	–	Sell	-60	Closed	-$4.95K	–	187
2023 Q3	$4.95K	Buy	+60	New	+$5.12K	﹤0.01%	170
2023 Q2	–	Sell	-38	Closed	-$3.28K	–	127
2023 Q1	$3.28K	Buy	38 +11	+41%	+$948	﹤0.01%	99
2022 Q4	$2.28K	Buy	+27	New	+$2.23K	﹤0.01%	115
2022 Q3	–	Sell	-58	Closed	-$5K	–	105
2022 Q2	$5K	Buy	58 +56	+2,800%	+$5.06K	﹤0.01%	106
2022 Q1	$0	Buy	+2	New	+$203	﹤0.01%	116
2021 Q1	–	Sell	-7	Closed	-$1K	–	79
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	77
2020 Q3	$1K	Buy	+7	New	+$786	﹤0.01%	78
2020 Q1	–	Sell	-345	Closed	-$40K	–	77
2019 Q4	$40K	Buy	+345	New	+$39K	0.03%	71

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

SYM Financial Corp's EMB Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 15 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in EMB as recently as Q3 2023.

SYM Financial Corp first reported a position in EMB in Q4 2019 and has held it in 9 quarters since. The position peaked at $40K in Q4 2019. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

SYM Financial Corp held 15 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.45K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new SYM Financial Corp position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #517 holding.
SYM Financial Corp first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 9 quarters since.
SYM Financial Corp's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $40K in Q4 2019.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.