Synergy Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Synergy Asset 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 Q1	–	Sell	-36,434	Closed	-$3.51M	–	269
2025 Q4	$3.51M	Buy	36,434 +26,190	+256%	+$2.52M	0.36%	49
2025 Q3	$958K	Buy	10,244 +6,958	+212%	+$651K	0.03%	174
2025 Q2	$304K	Buy	+3,286	New	+$296K	0.03%	150

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 $2.44B AUM

Synergy Asset Management's EMB Position: Q1 2026 in Review

Synergy Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 36,434 shares — an estimated $3.51M sold.

Synergy Asset Management first reported a position in EMB in Q2 2025 and held it in 3 quarters. The position peaked at $3.51M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Synergy Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 36,434 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.51M.
Synergy Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2025 and held it in 3 quarters.
Synergy Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.51M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.